Alternative Fund Management

Numerous companies are positioning their investment style and funds into the alternative space. Referring to a fund as “alternative” or “non-traditional” is popular now because investors are looking for an alternative to volatility and they aren’t finding it in traditional markets. Let’s face it, institutional investment companies and ETF providers know that these alternatives are popular right now, and most products out there are labeled alternative for marketing and sales purposes.

But true non-traditional alternative investments are distinguished by the fact that they are private investments, as opposed to being public or “traditional” investments like exchange traded funds or mutual funds. Unlike traditional investments, private funds – like those managed by The Convergence Group – are not traded on exchanges, nor are they perpetually open to new investment.

It is not just how private funds are marketed that makes non-traditional alternative funds unique. Alternative funds offer portfolio diversification by being non-correlated with traditional publicly traded investments. At The Convergence Group, our funds are designed to be non-correlated with traditional stock and bond investments like ETF’s, mutual funds, and equity stocks.

True non-correlated diversification is impossible to get in the public exchanges because they follow the emotional cycles of investors and the news of the day.

We focus on making tangible, real investments in what we like to call the “real economy,” where there is little emotional volatility. There is no daily emotional volatility in the economics of an apartment complex, for example.

At The Convergence Group, calling our private funds alternative or non-traditional is not just trendy. Our funds are alternative because of how they have the capacity to add value and diversification from the public markets.

The Convergence Group is currently focused on several real economy sectors that management believes are poised for continued growth and indicate a long term need for private capital:

Real Estate

The Convergence Group makes direct investments in property including multi-family, hospitality and commercial office buildings.

Private Equity

The Convergence Group makes direct investments in private companies that are not accessible through public markets.

Private Credit Strategies

Private credit provides direct financing for qualifying small to mid-sized private companies.

The Opportunities Beyond

The Convergence Group constantly looks for new opportunities where our investment and expertise can benefit all parties involved. Our established partner network continues to offer a wellspring of ideas. When inspiration and opportunity meet, there is The Convergence Group.