Tue, May 23, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Kanaly Trust and Meritage Capital form alternatives partnership

Tuesday, August 26, 2014

Bailey McCann, Opalesque New York:

Kanaly Trust has partnered with Meritage Capital in developing alternatives investment solutions to offer to Kanaly HNW (high net worth) investors as part of their portfolio strategy. This is a joint effort between the two firms with Meritage acting as a sub-advisor. Meritage Capital, is a $1.1 billion investment adviser specializing in hedge fund solutions.

The partnership is designed to offer high net worth individuals access to better managers. The two fund offerings will focus on equity/long short and fixed income.

"Initially we plan to build on these two components with investments from interested Kanaly investors," James Shelton, Chief Investment Officer of Kanaly tells Opalesque.

Kanaly Trust is a wealth management firm managing and advising over $2 billion of assets based in Texas. Shelton has worked with Joe Wade, Chief Investment Officer of Meritage for a number of years.

"The partnership can help high net worth investors replace a portion of fixed income allocations and will include a risk adjusted equity component," Wade explains. Meritage has worked with other high net worth families and funds to provide tailored alternative investment solutions in the past.

The firms started the investment strategy earlier this year with investor interest from Kanaly's existing client base. Wade will be partially responsible for vetting managers in the strategy. Allocations to individual managers will be in the $1......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Investing - Third Point's Loeb surfs on as hedge fund washout continues, George Soros has added to his losing bets against the stock market, Hedge funds, VCs and the CIA are throwing money at ex-Bridgewater data scientists' startup, Hedge funds shed retail amid fears of "apocalypse"[more]

    Third Point's Loeb surfs on as hedge fund washout continues From Reuters/Nasdaq.com: Billionaire investor Daniel Loeb said on Thursday that he is still making money even as the hedge fund industry struggles. Loeb, who oversees the $16 billion hedge fund firm Third Point LLC, sa

  2. Investing - Tudor Jones backs AI hedge funds, Massive hedge fund trades highlight insider buying: GE, Pentair, Tempur Sealy, Apollo Global and more, Hedge funds big wigs are buying consumer and selling tech, here's the stocks[more]

    Tudor Jones backs AI hedge funds From FT.com: Hedge fund magnate Paul Tudor Jones has invested in a brace of artificial-intelligence powered "quantitative" hedge funds, underscoring the increasing acceptance that the industry will need to turn more to technology and away from traditional

  3. Soon hedge fund investors won't bet on a man, they will bet on a machine[more]

    From Forexlive.com: The Wall Street Journal is in the midst of a 17-part series that looks at the rise of quant funds. The AUM and money invested in quant funds still trails traditional asset managers but the gap is closing. What's truly amazing is volume. Quant funds make up 27% of trading vo

  4. J.P. Morgan Asset Management launches ultra-short income ETF[more]

    Komfie Manalo, Opalesque Asia: J.P. Morgan Asset Management, the $1.5tln investment management arm of JPMorgan Chase & Co., has launched the JPMorgan Ultra-Short Income ETF (JPST), an actively managed ETF that seeks to provide current incom

  5. News Briefs - A former hedge fund manager is running a free masters program in financial engineering, Trinity Fund Administration Ltd joining the Mainstream BPO Group, Chelsea Clinton's husband joins Silicon Valley's Social Capital, The quants run Wall Street now[more]

    A former hedge fund manager is running a free masters program in financial engineering A former hedge funder is offering a free masters degree in a field that's integral to Wall Street's future. Igor Tulchinsky, a former managing director at Millennium Partners, a New York-based hedge fu