Thu, Aug 17, 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. Opalesque Exclusive: Albright Capital puts a value lens on emerging markets[more]

    Bailey McCann, Opalesque New York: Over the past decade, investors have steadily increased investments in emerging markets private funds. Allocations to the cohort have increased from $93 billion in December 2006 to $564 billion in September 2016, according to data from research firm Preqin. Howe

  2. Other Voices: Crisis risk offset; about time?[more]

    This article was authored by Russell Barlow, global head of hedge fund solutions at London-based Aberdeen Asset Management. Like the ubiquitous force of gravity, when financial markets rise they must fall. The quest

  3. Comment: "Long-Term Investing": What managing drawdown risk can do to your long-term returns[more]

    Matthias Knab, Opalesque: Real Investment Advice writes on Harvest Exchange: Last week, I was having lunch with a prospective portfolio management client discussing the curre

  4. Jasper Capital International joins Hedge Fund Standards Board[more]

    Komfie Manalo, Opalesque Asia: Diversified and systematic investment firm Jasper Capital International has become the second China-based signatory to the Hedge Fund Standards Board (HFSB), an organization that brings hedge fund managers and investors together to set standards for the hedge fund i

  5. Investing - Hedge-fund honchos including David Tepper are loading up on Alibaba, Billionaire hedge fund manager Stanley Druckenmiller is betting big on the Chinese consumer, Big-name U.S. hedge funds shed healthcare stocks during the rally in second-quarter, U.S. hedge funds bearish on FAANG stocks in second-quarter, Hedge fund titan Viking Global made a $680 million bet on scandal-plagued Wells Fargo[more]

    Hedge-fund honchos including David Tepper are loading up on Alibaba From CNBC.com: David Tepper's Appaloosa Management and three other he ge funds took new stakes in Chinese e-commerce giant Alibaba in the second quarter, according to the latest quarterly filings. Appaloosa disclos