Investment Insights

Due diligence with a family office is thorough, often spanning anywhere from one to six months. During this time, expect to provide substantial information about your fund, investment strategy, and prior track record. 

The energy transition presents many niche investment opportunities for sophisticated fund managers and family offices. By diversifying across clean energy infrastructure, green bonds, smart grid solutions, and venture capital in cleantech startups, institutional investors can strategically position themselves to capitalize on this transformative shift.

For emerging managers, specializing in niche markets like water rights offers a good way to distinguish themselves within the alternative investment space. Here, expertise in regional variations of water law, the ability to assess the viability of water assets, and the foresight to predict market shifts are invaluable.

Strip malls can generate stable rental income streams. They host a variety of tenants—such as nail salons, barber shops, physical therapy clinics, and other service-oriented businesses—that remain in demand regardless of economic fluctuations, providing a buffer against downturns that more discretionary sectors might not withstand.

Emerging long-short hedge fund managers adept at generating alpha from both sides of the book, maintaining less than 70% long bias, and focusing on sector-specific opportunities — stand out as compelling investments for family offices.

With their specialized focus and innovative strategies, emerging managers are well-positioned to capitalize on opportunities in Japan. Their ability to identify undervalued assets and drive shareholder value through active engagement makes them attractive options for family offices looking for exposure to Japan.

The due diligence process allows emerging hedge fund managers to demonstrate their fund's viability, strategy soundness, operational excellence, and compliance adherence. Due diligence encompasses a broad spectrum of evaluations - from quantitative performance analysis to qualitative fund management and investment philosophy assessments.

Over the past two decades, the cat bond market has experienced significant expansion. What began as a niche product has grown into a market worth tens of billions of dollars, reflecting both increasing interest from investors and a growing need among insurers to distribute the risk of large-scale disasters.

For family offices, the appeal of climate tech lies not just in its growth potential but in its ability to generate positive environmental impacts. This dual promise of financial returns and societal benefit aligns well with the values of many family offices.

While adopting Artificial Intelligence (AI) significantly elevates the operational and strategic facets across the investment management spectrum, specific investment strategies are particularly suitable for leveraging AI's capabilities.

Litigation funding is the process whereby investors finance legal cases in exchange for a portion of the settlement or judgment. It allows plaintiffs to pursue legal claims without bearing the upfront costs, which can be substantial. In return, investors access an asset class uncorrelated with other markets.

Investing in emerging managers who focus on special situations presents a compelling opportunity for sophisticated investors seeking outsized returns. Special situations, or "special sits", refer to investment opportunities arising from specific events that can potentially create shareholder value.

Investing in microcap and small-cap managers can allow family offices to take make co-investments or work with the manager to acquire sizable stakes in companies, thus allowing for more substantial influence on corporate governance and strategy. 

Emerging managers offer unique advantages that can be highly attractive to family offices seeking diversified, higher-return investments. The benefits of emerging managers include accessing niche markets, their agility, better alignment of interests, and the potential for differentiated performance.

One of the most notable trends in family office investing is the growing interest in allocating capital to emerging managers. These family offices recognize that emerging managers often exhibit higher agility, innovation, and drive, which can translate into exceptional investment opportunities. 

Investing in underrepresented and emerging fund managers represents a strategic opportunity for institutional investors to tap into unique market insights and potential high-growth opportunities. This approach not only diversifies investment portfolios but also aligns with broader initiatives for social responsibility.

New York City's pension funds are setting a remarkable precedent by increasing their investment in emerging managers, particularly those owned by minorities and women. This strategic shift follows an impressive track record of emerging managers outperforming traditional benchmarks across various asset classes since 2015.

In the quest for attractive yields, investors often find themselves exploring the niche world of private credit. Within this space, emerging managers, or small and new firms, often promise enticing opportunities. However, while the allure of diversification and the prospect of high returns are tempting, it is critical to assess the risks these investments carry.

In the realm of investment management, the due diligence process plays a paramount role in identifying competent and reliable emerging managers. We believe that a team's combined experience and cohesion largely determine its potential to successfully manage assets and mitigate risks.

One of the primary challenges for emerging investment managers is to establish credibility and build trust with potential investors. With limited track records and resources, these managers must find innovative ways to showcase their expertise and differentiate themselves from established players.

Frequently Asked Questions about Ashton Global Emerging Managers (AGEM). We aim to address some of the commonly asked questions regarding the seed capital application process. Generally, our transactions involve permanent capital for the emerging manager.