Investing can often feel like gambling. Big bets, big risks, sometimes big wins, but more often steady losses. The only way to achieve lasting success is to truly tip the odds in your favor. To beat the dealer investors need to play the right game, and execute a proven strategy to near-perfection.
The publicly traded REIT market is familiar to investors big and small but rarely approached with a disciplined and repeatable process. Bringing the power of modern investing math to bear on publicly-traded REITs unlocks a new way to play the game. High quality commercial real estate exposure, quantitative analysis, and targeted risk-management are combined to form the strategy underlying Serenity Alternative Investments Fund I.
In the following video we detail our investment philosophy, how the fund grew out of a unique approach to the REIT market, and why combining quant and REIT investing makes sense in the modern era.
For further information, reach out to Martin Kollmorgen at Mdkollmorgen@Serenityalts.com
**All charts generated using data from Bloomberg LP, S&P Global, and Serenity Alternative Investments
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References to the past performance of other private investment funds or the Manager are for informational purposes only. Other investments may not be selected to represent an appropriate benchmark. The Fund’s strategy is not designed to mimic these investments and an individual may not be able to invest directly in each of the indices or funds shown. The Fund’s holdings may vary significantly from these referenced investments. The historical performance data listed is for informational purposes only and should not be construed as an indicator of future performance of the Fund or any other fund managed by the Manager. The performance listed herein is unaudited, net of all fees. YTD returns for all indices are calculated using closing prices as of Jan 14th, the first day of the funds operation. Data is subject to revision.
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Our investment program involves substantial risk, including the loss of principal, and no assurance can be given that our investment objectives will be achieved. Among other things, certain investment techniques as described herein can, in certain circumstances, maximize the adverse impact to which the Fund’s investment portfolio may be subject. The Fund may use varying degrees of leverage and the use of leverage can lead to large losses as well as large gains. Investment guidelines and objectives may vary depending on market conditions.