Alternative Strategies Overview

As capital markets evolve, investors continue to search for ways to confront traditional investment challenges. Alternative investments offer the potential for:

  1. Differentiated returns from core asset classes
  2. Reduction in overall portfolio risk
  3. Managing the effects of market downturns

Alternatives come in many different strategies with varied investment objectives. At Orinda Asset Management, we provide financial advisors with three alternative investment solutions to choose from to help meet the needs of their clients:

StrategyKey Benefits
Non-Traditional Income
  • Lower correlation to equity and bond markets
  • Higher absolute return potential in rising rate environment
  • Stable volatility profile
  • Downside mitigation in negative markets
Market Neutral – Merger Arbitrage
  • Lower correlation to equity and bond markets
  • Higher absolute return potential in rising rate environment
  • Stable volatility profile
  • Downside mitigation in negative markets
Multi-Strategy
  • Access to multiple strategies and fund management teams in one investment
  • Uncorrelated returns to equities and fixed-income
  • Broad diversification across multiple strategies
  • Flexible investment approach