Thu, Feb 22, 2018
A A A
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

BM

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. Art & Motion launches collectible car alternative investment vehicle[more]

    Komfie Manalo, Opalesque Asia: Luxembourg-based Art & Motion has launched a new investment vehicle dedicated to vintage cars and exceptional high-quality vehicles as this collectible market has grown exponentially the turn of the centu

  2. Opalesque Exclusive: Global Sigma captures February's long-vol trade[more]

    Bailey McCann, Opalesque New York for New Managers: Florida-based Global Sigma rode February's volatility to new highs. The firm's AGSF strategy is up +2.8 percent through February 16 and +4.2 percent YTD a

  3. Institutional Investors - Hedge funds regain their appeal for a $57 billion asset manager, Private credit strategies in stratosphere[more]

    Hedge funds regain their appeal for a $57 billion asset manager From Bloomberg.com: With volatility back on the radar, one of the Nordic region's biggest asset managers is considering relying a bit more on hedge funds to help oversee his portfolio. Mikko Mursula, the chief investment off

  4. Investing - All aboard for hedge funds as trade tide lifts shipping, Hedge funds pile into Time Warner in bet on merger success[more]

    All aboard for hedge funds as trade tide lifts shipping From Reuters.com: Forced to abandon ship after mistiming their investments five years ago, hedge funds are venturing back in a bid to profit from growing global trade flows. Around 90 percent of traded goods by volume are tran

  5. Investing - Hedge funds turn short on tech just as stock rally takes off, After biggest short, speculators slash bearish US bond bets as supply deluge looms[more]

    Hedge funds turn short on tech just as stock rally takes off From Newsmax.com: A key group of investors has just missed out on the biggest tech-stock rally since 2014. Hedge funds and other large speculators turned net short on Nasdaq 100 Index futures for the first time in 21 months, ac