If your investment portfolio is in solid shape, meaning it’s broadly diversified and allocated in line with your particular financial circumstances, but you’re interested in maximizing sources of differentiated returns, alternative assets make for a compelling option.
Alternative assets, or asset classes besides stocks, bonds and cash, are widely sought after for diversification purposes, enhancing the probability of registering a gain regardless of market environment. Popular choices include infrastructure, private credit, private real estate, cryptocurrency, art, collectibles, commodities and venture capital, each of which carries idiosyncratic risks that shield it from the push and pull of market beta.
While investors can buy shares in alternative asset funds and benefit from active management, these often come at a hefty annual fee, making high-quality public companies building alternative…
