For firms operating at scale in today’s competitive environment, the choice is no longer whether to use AI. Intelligence that remains fragmented, human-dependent, and fragile cannot compete with more institutional, repeatable, and durable processes. XFinLabs replaces institutional memory with institutional intelligence and processes. This shift has begun, and there is no going back. Executive Overview […]
However beautiful the strategy, you should occasionally look at the results. Winston Churchill The interval fund sector has gone through unprecedented growth over the past few years. Yet there has been very little coverage of how these funds are actually performing, until now. In the article we provide a broad overview of interval fund performance, […]
Note: Premium Subscribers can access an ad free PDF of this article by logging in and going to “Research Reports.” According to the latest Mercer Investments Large Asset Owner Barometer report, infrastructure is the leading asset class that the most respondents plan to target for increased investment in 2024. Infrastructure is a component of real […]
GL Beyond Income Fund(GLBFX) was an interval fund that launched in 2012. It had a relatively unique credit strategy, focused on high yield consumer loans, made to young doctors, dentists, veterinarians, and lawyers. Performance was decent for for the first year and half, but then the fund’s management led investors to disaster. What happened to […]
Interval fund net assets have grown to over $40 billion, up over 29% from a year ago. Fifteen interval funds have filed initial registration statements so far in 2021, including a record ten new registrations in the second quarter alone. The most popular asset classes based on net assets include credit, publicly traded equity, and […]