K Mo

Jan 25, 2018

As others have mentioned, communication (other than emails about acquisitions which are nice but don't really convey any useful information on fund performance) is almost non-existent.  The fee split is pretty low but it is an asset class that requires more managment than others and certainly a specialized skillset.  They have an outstanding track record and that is what most (including me) are banking on if you want to invest in this asset class.

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