Tue, Oct 6, 2015
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Shared Mutual Fund Trust adds Alternative Road Investment Advisers, Belvedere Asset Management, & LJM Funds Management as advisors

Tuesday, December 04, 2012
Opalesque Industry Update: Gemini Fund Services, LLC, an engaged partner to independent advisors as a provider of comprehensive, pooled investment solutions, is pleased to announce that Alternative Road Investment Advisers, LLC, Belvedere Asset Management, LLC, and LJM Funds Management, Ltd., will advise new alternative mutual funds through Two Roads Shared Trust, a shared mutual fund trust open to new advisers effective November 1, 2012.

Two Roads is designed to help hedge fund managers and other alternative investment managers cost-effectively launch mutual funds by leveraging experienced hedge fund and mutual fund service providers, including Gemini Fund Services and Dechert LLP, legal counsel to the Trust.

“As more advisors continue to recognize the significant role that alternative strategies can play in diversified portfolios, we are pleased to provide them with a cost-effective investment vehicle to deliver these strategies to retail and institutional investors,” said Andrew Rogers, CEO of Gemini. “By launching a mutual fund through Two Roads, advisors can access a full suite of support and resources unique to today’s mutual fund landscape.”

Launching mutual funds through Two Roads provides advisors with operational efficiencies and cost savings that they would not be able to obtain by themselves. Advisors that use the Two Roads’ platform are also provided with distribution support, including introductions to broker/dealers and assistance with their marketing and distribution plans.

“Most hedge fund managers are not aware that shared trusts like Two Roads have greatly lowered the barriers of entry to launching a mutual fund,” said Aisha Hunt, a San Francisco-based Partner in Dechert’s Financial Services Practice. “Lower marketplace barriers, combined with an unprecedented demand for alternative mutual funds has created a historical opportunity for hedge fund managers to raise assets through mutual funds.”

Gemini Fund Services

Press Release


What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
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. Performance - Hedge fund moguls Einhorn, Loeb, Rosenstein lose money in September, Risky strategy sinks small hedge fund[more]

    Hedge fund moguls Einhorn, Loeb, Rosenstein lose money in September From Reuters.com: Billionaire stock pickers David Einhorn, Daniel Loeb and Barry Rosenstein on Wednesday told their wealthy investors they lost money in September as market turmoil inflicted more pain on some of America'

  2. Opalesque Exclusive: IRAs represent billions of untapped capital for hedge funds[more]

    Benedicte Gravrand, Opalesque Geneva: Retirement accounts might not be the first source that comes to mind for those looking to raise funds, but they may represent billions of untapped capital. Unlike traditional retirement accounts,

  3. Opalesque TV: One way to access market hedge funds in the EU under the AIFMD radar[more]

    Benedicte Gravrand, Opalesque Geneva: While the Cayman Islands, the US and Hong Kong await the pan-European marketing passport to be extended to alternative investment fund

  4. U.S. hedge funds prepare for worst finish this year since 2008[more]

    Komfie Manalo, Opalesque Asia: U.S.-focused hedge funds are preparing for their worst year since the 2008 global financial crisis, following a series of letdown including the market sell-off in August and the sell-off in healthcare and biotechnology sectors last month, reported

  5. Vilas’ equity long bias hedge fund generates market-beating results[more]

    Komfie Manalo, Opalesque Asia: The Vilas Fund, an equity long bias fund managed by Chicago, Illinois-based Vilas Capital Management, posted five-year annualized returns, net of fees, of 23.47% vs. 15.87% for the S&P 500 Index, including divid