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Real Vision: Finance & Investing
Unlocking the Alternative Investment Market ft. Harry Melandri Kim Flynn
Sep 4, 2024
Harry Melandri, from MI2 Partners, and Kim Flynn, founder of XA Investments, delve into the world of alternative investments. They discuss how private credit, real estate, and structured credit can enhance portfolio returns. The duo explains the allure of tangible investments and the complexities of accessing private equity and venture capital. They also emphasize the importance of understanding fee structures associated with these investments and advocate for diversification into alternative markets for better risk management.
52:18
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Quick takeaways
- Interval funds enable retail investors to access alternative investments, offering higher potential returns and portfolio diversification compared to traditional equity markets.
- Investors must navigate liquidity constraints and higher fees associated with interval funds while carefully managing their asset allocation to balance risks and returns.
Deep dives
Understanding Interval Funds
Interval funds are a unique type of investment vehicle that allow retail investors to access alternative investments traditionally limited to institutional investors. Unlike mutual funds and ETFs, which offer high liquidity, interval funds provide exits at specified intervals, typically quarterly, which means investors must wait to redeem shares. This structure is advantageous for asset managers, as it allows them to explore less liquid investments such as private equity, venture capital, or infrastructure while offering investors a pathway to higher yields. The growing interest in interval funds stems from major asset managers aiming to tap into the expanding retail market, bridging the gap between private opportunities and public investors.
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Listen to the best highlights from the podcasts you love and dive into the full episode