How Have Alts Medalists Performed?
After a couple of rough years, 2017 is looking a little better for liquid alternatives.
This article was originally published in the August 2017 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor here.
Liquid alternative funds are hedge-fund-like strategies available in a '40 Act fund that seek to provide alternative (little or no equity or bond beta) sources of returns, and therefore diversification, to a stock-bond portfolio.
Patricia Oey does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.