User Profile

Jennie Robeson

Bio Statement Excluding entire asset classes could be a tough sell, some financial advisers say. Investors must be asking instead whether a resource class is performing simply because it should. “You could potentially build a low-volatility portfolio of hedge funds, and they will end up consistent return,” Mr. Stackman of UBS said. “But you're to not get the generous returns the S. & P. continues to be supplying you with since 2009.” That would be around 2 percent annually for hedge funds versus about 18 percent for your S. & P. 500. And lots of asset classes already have stood a good run. There's another cautionary argument on private investments. Simply because they're inherently risky, they should be undertaken only through the most experienced investors. Michael W. Sonnenfeldt, founder and chairman of Tiger 21, a great investment club for those who have $10 million to $1 billion, said the group's 630 members had increased their investments in private equity and real estate.