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An inside look at family offices’ investing strategies

Exchanges

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The Barbelled Approach to Investing

Family offices typically hold more cash than the normal institutional investor. We see a much more barbelled approach to investing, and 42% of our clients do not employ leverage. When you are levered and forced to meet calls, it's very hard to avoid permanent loss. I think we're going to start to see in the next six to 12 months clients extend that duration a little bit.

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