Bringing you live news and features since 2006 

Announcement

Vertical Capital to launch Vertical Capital Defined Risk Fund

RELATED TOPICS​

Vertical Capital Markets Group is to launch the Vertical Capital Defined Risk Fund (VCDRX, VDRIX), a fund sub-advised by Lido Advisors, Inc. of Beverly Hills.

Lido Advisors is a full-service investment advisory firm that manages more than USD1 billion dollars in assets for family offices, high-net-worth individuals and institutional clients.

”I strongly believe that investing with smart, nimble and talented managers who understand the benefits of reduced volatility makes sense for many investment portfolios,” says Greg Kushner, founder of Lido Advisors.

In many instances, access to top-rated managers has been available only to institutional and high-net-worth investors until recently. But after the 2008 financial crisis, Lido developed a liquid-alternative strategy with managers that Lido believes are best in class.

Vertical Capital selected Lido Advisors to provide all investors access to many of the alternative investments and strategies that previously were generally available only to investors in hedge funds. Unlike a hedge fund, the Vertical Capital Defined Risk Fund provides ongoing liquidity and has a low initial minimum investment, while generally offering lower fees and greater transparency.

“The Vertical Capital Defined Risk Fund is a liquid alternative fund of funds,” says Jason Ozur, the fund’s portfolio manager and managing director of Lido Advisors. “We seek to invest in what we believe are the best managers with the best strategies, given current market conditions.”

According to Vertical Capital Markets Group President Bayard Closser: “This fund was created to provide our investors with the opportunity to invest in the sophisticated strategy that was created by Lido Advisors. Many investors are concerned with volatility; this fund was designed to help advisors and investors manage volatility in this environment.”

As sub-advisor, Lido pursues the fund’s investment objective by investing primarily in liquid alternative funds that invest in many different asset classes and use a variety of alternative investment strategies, such as long-short, market neutral, opportunistic and global macro strategies. Lido may also invest a portion of the fund in other financial instruments, including private investments.

Using its proprietary, actively managed investment strategy, Lido, as sub advisor for the fund, seeks to deliver competitive risk-adjusted returns, relative to the overall US equity market, over a wide range of market conditions. The strategy monitors the performance of each underlying investment in the fund to help manage correlations between investments, increasing the potential for overall portfolio diversification.

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by