Skip to main content
search

RESEARCH & DUE DILIGENCE

A Wide Variety of Quality Private Investment Opportunities and Hedge Funds

iCapital is a leader in providing the independent wealth advisory industry with a diverse selection of quality private equity, credit, real estate and hedge funds. By providing access to these funds, complemented by institutional-quality investment and operational due diligence, iCapital helps advisors achieve their client’s investment goals of growth, income and portfolio diversification.

research-dd-feature

Private Investment Opportunities

risk reward chart

For illustrative purposes only.

Hedge Fund Opportunities

Strategy Theme
Strategy Type
Description
Modifiers
Look to deliver differentiated exposure to stocks and bonds, with less directionality and more idiosyncratic sources of return.
Equity Hedge
Maintains both long and short positions in equities and equity instruments, using either fundamental or quantitative techniques to express a view that the position will move positively (long) or negatively (short).
Credit
Takes long and short positions in credit instruments with the goal of generating returns from yield and/or price changes, usually resulting from an improvement (long) or deterioration (short) in the creditworthiness of the issuer.
Event-Driven
Seeks to take advantage of price inefficiencies in equities, bonds, or other instruments that result from company specific events, including mergers, acquisitions, bankruptcies, reorganizations, and/or spin-offs.
Stabilizers
Seek to provide consistent performance across market environments, with limited beta/ correlation to traditional assets.
Multi-Strategy
Provides broad exposure across markets, asset classes, and/or trading strategies, typically applying a non-directional, relative value approach for the purposes of providing diversification and downside protection.
Diversifiers
Aim to provide access to nontraditional return drivers, with an uncorrelated return profile relative to traditional portfolios.
Macro
Looks to predict price movements in global asset markets — including equities, interest rates, currencies and commodities — that are typically the result of policy changes or shifts in the global economy.

Modifiers

Look to deliver differentiated exposure to stocks and bonds, with less directionality and more idiosyncratic sources of return.

Equity Hedge:

Maintains both long and short positions in equities and equity instruments, using either fundamental or quantitative techniques to express a view that the position will move positively (long) or negatively (short).

Credit:

Takes long and short positions in credit instruments with the goal of generating returns from yield and/or price changes, usually resulting from an improvement (long) or deterioration (short) in the creditworthiness of the issuer.

Event-Driven:

Seeks to take advantage of price inefficiencies in equities, bonds, or other instruments that result from company specific events, including mergers, acquisitions, bankruptcies, reorganizations, and/or spin-offs.

Stabilizers

Seek to provide consistent performance across market environments, with limited beta/ correlation to traditional assets.

Multi-Strategy:

Provides broad exposure across markets, asset classes, and/or trading strategies, typically applying a non-directional, relative value approach for the purposes of providing diversification and downside protection.

Diversifiers

Aim to provide access to nontraditional return drivers, with an uncorrelated return profile relative to traditional portfolios.

Macro:

Looks to predict price movements in global asset markets — including equities, interest rates, currencies and commodities — that are typically the result of policy changes or shifts in the global economy.

research-dd-feature-v02

INVESTMENT & MARKET STRATEGY

Expertly Selected by the iCapital Research and Due Diligence Team

The iCapital Research & Diligence Team serves as an extension of an independent advisory firm, supplementing its practice with dedicated support on alternative investments – from product sourcing and diligence to comprehensive education and guidance on portfolio construction.

Explore Our Funds

iCapital Curated Solutions Fund Selection Process

iCapital meets with hundreds of experienced fund managers each year and selects a small percentage of those to be featured on the iCapital Marketplace, covering the breadth of asset types and key strategies across the alternative investment landscape.

fund-selection-funnel-1540x

For illustrative purposes only.

Anatomy of a Fund Review

anatomy of a fund review

Attend GP Annual Meetings

Regular Calls/Meetings

Opportunity Set Review

Cash Flow Planning

Personnel Changes

Fund Amendments

Quarterly Update Calls/Webinars

Performance Analysis

Ongoing Quantitative Analysis

Public News Sources

Regulatory Items

Support Services

icon-market-commentary

Market Commentary and Trends

Insights on market trends and conditions and the risk/reward dynamics of investment strategies.

icon-education

Education

Comprehensive educational tools on the fundamentals of private investing and new product structures.

icon-consultation

Consultation

iCapital product experts are on hand to help build advisors’ understanding of investment strategies within a portfolio’s construction.

Research and Due Diligence Leadership

More than 75 collective years of leadership and expertise in the identification and monitoring of quality alternative investment opportunities.

Nick Veronis

Nick Veronis

Co-Founder & Managing Partner, Head of Portfolio Management

Kunal Shah

Kunal Shah

Managing Director, Head of Private Asset Research & Model Portfolios

Joseph Burns

Joseph Burns

Managing Director, Head of Hedge Fund Research

Joanie O’Grady

Managing Director, Investment Communications & Monitoring

Steve Houston

Steve Houston

Managing Director, Co-Head of iCapital Solutions

Featured Articles

Beyond 60/40
Practice Management

Beyond 60/40

NOVEMBER 2024
November 27, 2024
WELCOME TO OUR MONTHLY NEWSLETTER. 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  Designed to serve as your primary source for navigating the world of alternative investments. Introducing Alternatives Decoded – an up-to-date analysis of the alternative…
Beyond 60/40 Video: Episode 29
Practice Management

Beyond 60/40 Video: Episode 29

Alternatives Adoption & Structured Product Management
November 27, 2024
Beyond 60/40 Video: Episode 29
Tech-Market-1121-v02
Practice Management

Five Ways Technology Will Help Drive Alts Adoption

As advisers discover that a robust alternative investments offering is now critical to their success, they find integrated end-to-end platforms may be the only way to deliver.
November 24, 2024
If alternative investments used to be a niche extra for advisers to offer their high-net-worth clients, it’s quickly becoming a must-have. Advisers who can’t deliver more than a conventional range…

iCapital and its affiliates provide various services through a number of affiliated entities – please refer to Certain iCapital Entities for a full list of entities. iCapital entities are collectively referred to as “iCapital”, and they all are affiliated with iCapital, Inc. and Institutional Capital Network, Inc. Among these affiliates, iCapital Markets LLC (“iCapital Markets”), an SEC-registered broker-dealer, member FINRA and SIPC, offers securities products and services. The registrations and memberships listed in Certain iCapital Entities in no way imply that the SEC, FINRA, or SIPC have endorsed any of the entities, products, or services provided by iCapital. Additional information is available upon request.

This website is for informational purposes only. This website is the property of iCapital and may not be shared, reproduced in any form, or referred to in any other publication, without express written permission of iCapital.

This website and any information included on it are not intended, and may not be relied on in any manner, as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security. Financial products, including investment funds and structured investments, are complex and may be speculative and are not suitable for all investors. You should consult your personal accounting, tax and legal advisors to understand the implications of any investment specific to your personal financial situation. This website and the information contained on it is not intended to, and does not, address the financial objectives, situation or specific needs of any specific investor.

iCapital and iCapital Network are registered trademarks of Institutional Capital Network, Inc.