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Vertical Capital to launch Vertical Capital Defined Risk Fund


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.

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