Investors were taught a lesson in 2022 when equities and fixed income delivered double-digit, negative returns. No longer could the major asset classes be counted on for diversification. That outcome has led to a surge of interest in alternative investments. My guest today will argue why alternatives are important for advisors to consider and how doing so in a cost-sensitive way is important. Hedge funds and private equity can provide significant alpha but are often unobtainable for retail, non-accredited investors. ETF structures offer advisors and their clients access to those types of investments in a liquid, transparent way.
Here are some resources to learn more about Bob and the Unlimited Funds:
- Unlimited Funds' home page- https://www.unlimitedfunds.com/
- Follow Bob Elliott on X (Twitter)- https://twitter.com/BobEUnlimited
- View the performance of HFND- https://www.unlimitedetfs.com/hfnd/
A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.
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