Ultimus Fund Solutions’ Post

AthenaInvest has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q1 2023. Athena Pure Valuation | Profitability earned the Bull & Bear Masters award on PSN’s Top Guns List. The fact that our Pure Valuation | Profitability strategy was recognized validates the effectiveness of our unique behavioral approach and that is performs exceptionally well in both Bull and Bear market conditions. https://lnkd.in/g8Jw2npb #investing #wealthmanagement #markets #stockmarket #valueinvesting #behavioralfinance

We held our fourth webinar for the year on Wednesday, 25th October, where we provided an update on the Ellerston JAADE Private Assets Fund.   We were delighted to see so many interested clients and guests dialling in to hear from Patrick Malcolm, our Senior Partner and our special guest David Leslie, Portfolio Manager, Ellerston JAADE Private Assets Fund.   Patrick and David discussed private asset investing and provided an update on the Ellerston JAADE Private Assets Fund portfolio.   Thank you to David for his assistance with this webinar. It is greatly appreciated.   Click to view the webinar https://lnkd.in/g5EXquD2 #GFMWealthAdvisory #financialplanning #wealthmanagement #financialadvice #financialadviser #financialplanner #investing

Check out Julian Vogel, Colony Hills Capital’s Fund Manager, on NuView Trust Company’s latest All About Alts episode “Fundamentals of Fund Structures: Your Starting Point.” In this insightful discussion, Julian breaks down the fundamentals of fund structures and provides actionable tips on how you can get started in the world of investing. Click the link to listen at 8am EST tomorrow! https://lnkd.in/gZA82JPG ColonyHillsCapital.com #colonyhillscapital #multifamilyinvestors #multifamilyinvesting

Check out Julian Vogel, Colony Hills Capital’s Fund Manager, on NuView Trust Company’s latest All About Alts episode “Fundamentals of Fund Structures: Your Starting Point.” In this insightful discussion, Julian breaks down the fundamentals of fund structures and provides actionable tips on how you can get started in the world of investing. Click the link to listen at 8am EST tomorrow! https://lnkd.in/gZA82JPG ColonyHillsCapital.com #colonyhillscapital #multifamilyinvestors #multifamilyinvesting

In celebration of Ares Private Markets Fund 1-year anniversary, Christina Fast Adamson, Co-Head of Distribution at AWMS, hosted a virtual fireside chat with Barry Miller, CEO of Ares Private Markets Fund, Joel Kress, Managing Director in the Ares Secondaries Group, and Christopher Swensen, Principal within AWMS, to discuss emerging trends and opportunities within private equity secondaries. During the webinar, they explored the challenges presented by public equity investing, and why they believe private equity – in particular private equity secondaries – will play an increasingly important role in individual investors’ portfolios. #secondaries #privateequity #wealthmanagement Prospective investors should consider risks: https://lnkd.in/e9AFSBpx Read the prospectus before investing: https://lnkd.in/e5UexktX Ares Wealth Management Solutions, LLC, Distributor | Member FINRA

Asset manager businesses reliant on active equity strategies to drive growth are swimming against the tide, as my partner Ravi Venkataraman, CFA points out in this very on point FundFire article. While there are no easy answers, this article is worth the read for where to look. #investmentmanagement #assetmanagement #investmentsolutions #ocio