In a global economic climate characterized by heightened volatility and macro-economic uncertainty, TURN8 Private Wealth can provide innovative solutions to investors seeking attractive, risk adjusted returns that are less correlated with the broader public markets and offer the potential for enhanced long-term returns with lower volatility. How?
THE TURN8 OPPORTUNITY FUND
The new TURN8 Opportunity Fund is a blend of private equity, private infrastructure, and private real estate strategies. It is similar to our TURN8 Alternative Fund, except illiquid with a different risk and return profile. The fund seeks to achieve long-term capital appreciation and income generation alongside some of the strongest private equity managers, endowments and pensions.
If you are seeking to broaden your investment portfolio, private markets can offer investors the unique diversification and potential long-term return benefits of investing in private projects, which continue to be difficult to access through public markets.
We believe that this new strategy will enhance our client’s portfolios and provide greater diversification from the markets.
To help everyone get a better understanding of the TURN8 Opportunity Fund, we put together a number of resources that will walk you through the ins and outs of the fund’s strategy, structure, and terms.
THE RIGHT BLEND OF STRATEGIES
If you are seeking to broaden your investment portfolio, private markets can offer investors with the unique diversification and potential long-term return benefits of investing in private projects, which continue to be difficult to access through public markets.
The right mix can increase returns can increase return and lower overall risk.
This alternative investment class and consists of capital that is not listed on a public exchange.
Most individual investors are familiar with one market — a liquid and public one where companies are well researched, prices that jump around as they quickly reflect new data, almost everyone sees the same information, and news spreads in seconds.
Private equity is an alternative investment class and consists of capital that is not listed on a public exchange. Private equity is composed of funds and investors that directly invest in private companies, or that engage in buyouts of public companies, resulting in the delisting of public equity. Private markets are not nearly as transparent as public markets and are not set up to facilitate investment by individuals.
Private equity continues to offer incremental capital gains with less volatility, given both the range of private company return drivers and the downside protection resulting from professional hands-on management by experienced owners.
At TURN8 Private Wealth we believe that with public markets on a declining growth trajectory the likelihood of achieving historical target returns over the coming years using a traditional portfolio is close to nil, therefore the need to incorporate a diverse range of quality private asset exposures into a portfolio is more pressing today than it has ever been.
This is one of the most sought after investment of large pool of capital.
We all use infrastructure services in our daily lives. From when we first turn the light on in the morning to when we return from work by road or using public transport, we are using infrastructure assets. Infrastructure is the essential services that allow billions of individuals and businesses to go about their daily lives.
In an increasingly challenging macro-economic environment, investing in Private Infrastructure is an attractive opportunity for investors, and one of the most sought after investment of large pool of capital.
Infrastructure is widely regarded as a comparatively low-risk asset class, with a longer-term investment horizon than other alternative investments.
Investment in this asset class is commonly seen as a longer-term yield play, rather than a short-term commitment focused on capital appreciation.
At TURN8 Private Wealth, as part of the our fund, our clients will have access to direct and indirect private infrastructure assets that are among the world’s leading growth drivers and provide low-risk, diversification and attractive income and growth potential.
At TURN8 Private Wealth we believe that infrastructure offers stable, inflation-protected long-term cash flows from the ownership of mature, conservatively positioned long-duration assets. We believe that infrastructure’s stable returns and the positive outlook represent an attractive opportunity in an otherwise challenging and unpredictable environment.
PRIVATE REAL ESTATE
The real estate industry is one of the most diverse asset classes available to investors.
The extent of investing in real estate for most individuals is in the bricks and mortar of their own house, duplex, triplex or a few “doors” (as rentals). For braver investors, there are a range of other options, the most notable being private real estate offerings, which expand the horizons, more efficiently use your cash and provide higher cap rates.
The real estate industry is one of the most diverse asset classes available to investors, and it is full of niche strategies and businesses that fit a specific purpose and offer a certain return.
As part of our strategy, we work with our top-tier execution partners in our chosen markets to invest in large-scale real estate developments to drive exceptional returns.
We believe that there are many opportunities available for private real estate investors to put capital to work, and private offerings can be a great source of interesting investments that can compliment and augment our clients’ portfolios.
HIGHER RETURNS AND GREATER DIVERSIFICATION
In essence it’s about democratization, removing control away from financial institutions and distributing the power among the public.
Over the years we have seen clients and intelligent investors who have the means increasingly turn to private markets to meet their return requirements. At TURN8 Private Wealth we believe that investors should have some exposure to the private marketplace, which offers diversification and the longer-term fundamental growth opportunities.
We also believe in working with experienced private capital partners, a rigorous review process and active portfolio construction.
Our TURN8 Opportunity fund is a one of a kind opportunity for investors to access the right blend of strategies to enhance their wealth, retirement and estate value.
Would you like to learn more? Contact us today.
DID YOU KNOW?
Private equity is rapidly growing. According to Deloitte, global private equity assets are expected to reach almost $6 trillion by 2025, if GDP growth averages 3.4%. According to Bloomberg, the industry has tripled in size since 2011 and has $3.3 trillion in unspent capital.
Private equity is sometimes viewed as the holy grail of investing, with its purported higher returns and lower volatility. According to a study by McKinsey, private equity has outperformed other investments, “outpacing other private markets asset classes and most measures of comparable public market performance.”