I am invested in a Life Settlement Fund that should be able to generate a positive return in up and downgoing equity markets
I am invested in a Life Settlement Fund that should be able to generate a positive return in up and downgoing equity markets
Please let me know if you would like an intro.
Annualized return 13.30% (since February 2014).
AuM about $785ml
Low drawdown 2.4%.
Positive months 97%
Insurance Backed Assets :
Insurance liabilities rank above an insurance company’s commitments to equity and bond holders.
The fund’s investment strategy is to achieve long term capital growth through the acquisition and trading of US life insurance policies, commonly known as Life Settlements,
which are issued by US life insurance companies. The manager has over 25 years’ experience managing in secondary insurance markets.
Quarterly redemptions with 90 days’ notice.
Minimum investment $125k.

Other articles by this author



