Orinda Alternative Mutual Fund Platform

Mutual Funds Overview

Our core belief is that capacity-constrained niche managers can add differentiated return streams to investor portfolios. At Orinda, we provide access to three alternative investment mutual funds that can help diversify traditional portfolios.

Fact Sheet

Strategy

Fixed-Income Alternative

Investment Minimum

A shares$5,000
I shares$100,000
D shares$5,000

Goal: Income Generator

  • Seeks to maximize current income with potential for modest capital growth
  • Potential for attractive credit and interest rate risk metrics

Fact Sheet

Strategy

Market Neutral Alternative

Investment Minimum

A shares$5,000
I shares$500,000
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Goal: Uncorrelated Return Stream

  • Aims to have little, if any, correlation to fixed income or equity markets
  • Seeks to provide consistent, differentiated return stream

Fact Sheet

Strategy

Multi-Strategy Alternative

Investment Minimum

A shares$5,000
I shares$100,000
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Goal: Uncorrelated Return Stream

  • Seeks to generate attractive long-term returns with low sensitivity to traditional equity and fixed-income indices
  • Highly diversified via strategies, sectors, capitalization and style

The Orinda Funds are distributed by Quasar Distributors, LLC.
Vivaldi Asset Management LLC is the advisor to the Vivaldi Funds, which are distributed by IMST Distributors, LLC.
Quasar and IMST are not affiliated.