Even with an all-star cast, an alternatives fund might seem like a difficult sell when the stock market hasn’t experienced a prolonged downturn since 2008. However, the fund has seen a steady flow of new investors over the last year and is considered one of the most successful liquid alternative funds out there. Perhaps, DeGroot speculates, they are keeping an eye out for the day when the stock market finally runs out of steam and bond prices fall.

“With bond yields even lower than they were five years ago and stocks quite overvalued in our view, we believe the fund is very well positioned to add value,” he says. “Going forward, there are plenty of reasons to look beyond the standard asset classes.” 

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