Alterna Sub-Advisors

Private Markets as an Opportunity to Build Portfolio Resilience

Private credit offers high yields, diversification, income, flexibility, and downside protection.

Evergreen funds offer flexible private market investments, compounding wealth efficiently. Managed by experienced professionals, they deploy capital immediately, ensuring faster returns.

Inflation remains elevated, making real assets essential for diversified investment strategies amid uncertain economic conditions, boosting their overall appeal significantly.

Obsiido Alternative Growth Portfolio & Obsiido Alternative Income Portfolio are multi-asset investment portfolios focused on alternative investments.

This educational paper is intended to be of value to professional wealth managers and individual investors seeking to acquire a comprehensive understanding of alternative investments, what they are, why they have become so widely adopted by certain sophisticated investors, and the role they can play in investment portfolios.

Heightened market volatility and rising stock-bond correlations caused by the regime shift in interest rates have triggered an increased focus by many investment advisors on evaluating the diversification merits of alternative investments.

Providing private capital solutions for growth, performance, returns, and preservation.

Blue Owl Credit Income Corp. (“OCIC”) is a perpetually non-traded business development company that offers the potential to generate income by originating loans to, and making debt investments in, U.S. middle market companies.