Insights & News
Insights & Commentary
Interval Funds: An Investor’s Guide
By Timothy Reick CEO, Liberty Street Advisors June 8, 2021 ______________________________________________________________________________ Interval funds have gained traction among investors who believe that the stock market is approaching...
The Case for a Permanent Allocation to an Equity Stabilization Strategy
A permanent allocation to an equity stabilization strategy that employs the historically persistent relationship between market volatility and returns can improve investors’ long-term risk/return ratios—even if implemented after a market selloff.
Real Assets in the Technological Infrastructure Wave of the Future
Technological advances in communications, energy, housing, retail, and transportation will have a major impact on investors seeking current income. Investors should consider investments in real assets that provide current income with growth potential.
Time to Venture into the Late-Stage Capital Market?
Late-stage venture capital investing has transformed from a few companies defying private company norms to a diverse universe where hundreds of highly valued companies have created their own market. How can investors participate today?
Why the Classic 60/40 Retirement Portfolio Allocation No Longer Works—and How Investors Can Access Higher Yields
The days when retirement investors could simply allocate 60 percent of their portfolio to stocks and 40 percent to bonds portfolio are over.
Why Late-stage Venture Funded Companies are Poised for a Potential 2021 Break Out—And How Investors Can Buy In
As the U.S. economy’s digital transformation accelerates, there’s no turning back the clock to the pre-COVID economy. Increasingly, technology and innovation are integrated into the entire economy, across all industries and sectors.
News
The Private Shares Fund Reaches Milestone
NEW YORK, NY – June 16, 2021 – Liberty Street Advisors Inc. (“Liberty Street”) is proud to announce that, after assuming management responsibilities for The Private Shares Fund (the “Fund”) on December 9, 2020, the Fund has increased...
SPAC Valuations, IPOS, And DPOs
According to Christian Munafo, portfolio manager of The Private Shares Fund, the private investment market, driven by record demand for technology and digital transformation, has seen significant growth in the last 20 years. Many sophisticated investors want in. Mr. Munafo compares the potential benefits of SPACs, IPOs, and DPOs in this 10-minute Morning Trade Live video.
The Private Shares Fund Brings Access, Democracy to Late-Stage Venture Investing
The Private Shares Fund, a closed-end interval fund, provides investors with access to the private company growth asset class. Advisorpedia.com recently reviewed how The Private Shares Fund provides access to private companies without investor accreditation requirements.
Liberty Street Advisors Renames SharesPost 100 Fund to The Private Shares Fund
Liberty Street Advisors, Inc. today announced that the SharesPost 100 Fund has a new name: The Private Shares Fund. The new name reflects dynamic change in private late-stage capital market.
Why Closed End Funds are Valuable
“Discounts on closed-end funds are currently quite high,” said Jim Robinson, portfolio manager of the Robinson Tax Advantaged Income Fund, sub-advised by Liberty Street Advisors. “Within the municipal bond market, closed-end municipal bond funds may represent a particularly attractive opportunity.” Listen to this 18-minite Bond Buyer Podcast.
9 Best REITs to Buy for a Recession
Matt Werner is managing director of Chilton Capital Management, and portfolio manager of the West Loop Realty Fund sub-advised by Liberty Street Advisors. He shared his insight on two REIT stocks that have historically insulated investment portfolio against economic slowdowns.