On this week’s episode of THE FINANCIAL COMMUTE, Wealth Advisor Bruce Tyson discusses Cliffwater’s investment strategy with Head of Capital Markets Fran Beyers.
Cliffwater’s goal is to provide solid compounding returns in even tumultuous environments. Fran explains how direct lending may offer predictability, lower interest rate risk, and yield premium over public markets. Cliffwater is intentional and selective about the managers they choose and tend to lend to defensive sectors. Fran and Bruce note that rising interest rates are both a challenge and an opportunity in the direct lending market, which is growing rapidly and gaining market share from traditional bonds.
Subscribe to receive new episodes of THE FINANCIAL COMMUTE to your inbox each week: https://mailchi.mp/mortonwealth/the-financial-commute-subscribe
Connect with Chris personally on LinkedIn: @chrisgaleski
Visit our website:
https://www.mortonwealth.com
Disclosure: Information presented is for illustrative purposes only and is subject to change without notice. It is not intended as investment advice and should not be construed as an offer or solicitation with respect to the purchase of any security. This investment opportunity may only be available to eligible clients and involves a higher degree of risk. Opportunities for withdrawal and transferability of shares in such investment will be limited, so investors may not have access to capital when it is needed. Additionally, the fees and expenses charged in connection with this investment may be higher than the fees and expenses of other investment alternatives and may offset profits. Fund fees charged are approximately 1.63% on NAV (excludes fees and interest payments on borrowed funds of 1.90%). Each investment opportunity is unique, and it is not known whether the same or similar type of opportunity will be available. Morton makes no representations as to the actual composition or performance of any security. All investments involve risk, including the loss of principal. Past performance is no guarantee of future results.
Although the information contained in this report is from sources deemed to be reliable, Morton makes no representation as to the adequacy, accuracy or completeness of such information and it has accepted the information without further verification. It should not be assumed that Morton will make investment recommendations in the future that are consistent with the views expressed herein.
Target returns or other forecasts contained herein are based upon subjective estimates and assumptions about circumstances and events that may not yet have taken place and may never take place. Targets are objectives, are shown for information purposes and should not be construed as providing any assurance as to the results that may be realized in the future from investments. There is no guarantee that the investment objective will be achieved. Morton Wealth makes no representation that the strategies described are suitable or appropriate for any person. You should consult with your financial advisor to thoroughly review all information before implementing any transactions and/or strategies concerning your finances.
See our website for full disclosures
On this week’s episode of THE FINANCIAL COMMUTE, Wealth Advisor Bruce Tyson discusses Cliffwater’s investment strategy with Head of Capital Markets Fran Beyers.
Cliffwater’s goal is to provide solid compounding returns in even tumultuous environments. Fran explains how direct lending may offer predictability, lower interest rate risk, and yield premium over public markets. Cliffwater is intentional and selective about the managers they choose and tend to lend to defensive sectors. Fran and Bruce note that rising interest rates are both a challenge and an opportunity in the direct lending market, which is growing rapidly and gaining market share from traditional bonds.
Subscribe to receive new episodes of THE FINANCIAL COMMUTE to your inbox each week: https://mailchi.mp/mortonwealth/the-financial-commute-subscribe
Connect with Chris personally on LinkedIn: @chrisgaleski
Visit our website:
https://www.mortonwealth.com
Disclosure: Information presented is for illustrative purposes only and is subject to change without notice. It is not intended as investment advice and should not be construed as an offer or solicitation with respect to the purchase of any security. This investment opportunity may only be available to eligible clients and involves a higher degree of risk. Opportunities for withdrawal and transferability of shares in such investment will be limited, so investors may not have access to capital when it is needed. Additionally, the fees and expenses charged in connection with this investment may be higher than the fees and expenses of other investment alternatives and may offset profits. Fund fees charged are approximately 1.63% on NAV (excludes fees and interest payments on borrowed funds of 1.90%). Each investment opportunity is unique, and it is not known whether the same or similar type of opportunity will be available. Morton makes no representations as to the actual composition or performance of any security. All investments involve risk, including the loss of principal. Past performance is no guarantee of future results.
Although the information contained in this report is from sources deemed to be reliable, Morton makes no representation as to the adequacy, accuracy or completeness of such information and it has accepted the information without further verification. It should not be assumed that Morton will make investment recommendations in the future that are consistent with the views expressed herein.
Target returns or other forecasts contained herein are based upon subjective estimates and assumptions about circumstances and events that may not yet have taken place and may never take place. Targets are objectives, are shown for information purposes and should not be construed as providing any assurance as to the results that may be realized in the future from investments. There is no guarantee that the investment objective will be achieved. Morton Wealth makes no representation that the strategies described are suitable or appropriate for any person. You should consult with your financial advisor to thoroughly review all information before implementing any transactions and/or strategies concerning your finances.
See our website for full disclosures