Articles
Risk Rediscovered
Innovation in Financial Markets
Manager Research Activity: 3rd Quarter, 2007
Solar Power
Investment Spotlight: Global Real Estate
Travel Medical Insurance
Planning for Year-End 2007
ANNOUNCEMENTS
Tax-Loss Harvesting
"Children of Paradise" Seminar
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Manager Research Activity: 2nd Quarter, 2007
In the third quarter, we met with and/or considered a total of 23 investment opportunities.
Traditional |
10 |
Hedge Fund |
1 |
Private Equity |
5 |
Real Estate |
6 |
Other |
1 |
Total |
23 |
Examples of Recent Manager Research Activity
We made initial investment decisions for the following specific opportunities. We have declined to identify them by name to avoid inadvertent publicity for the specific investment situation.
Opportunity |
Private Equity Fund |
Decision |
Consideration List. |
Notes |
Private investments in defensive growth or market neutral companies;
Proprietary deal sourcing and top down sector selection;
Elite emerging mid-market manager, with over $3.3 billion in assets under management.
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Opportunity |
Timber land Fund |
Decision |
Consideration List. |
Notes |
Global investments in assemblages of timberland diversified by geographic location, timber markets, products, and species;
Equity-like returns with low correlation to other asset classes;
Seasoned manager with $1.5 billion under management.
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