Balter Liquid Alternatives Inaugural Letter

April 2014 | Brad Balter, CFA

In our inaugural letter, CEO and Portofolio Manager Brad Balter discusses the launch of Balter Liquid Alternatives and our current view of the hedge fund universe.

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Everything You Wanted to Know About Liquid Alternatives... But Were Afraid to Ask

September 2017 | Balter Liquid Alternatives, LLC

Got questions? We've got answers!

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Defecting from Hedge Funds to Mutual Funds: It's Not That Complicated

August 2017 | Brad Balter, CFA

The industry has changed, and you need to either adapt and change with the industry or die. We choose to adapt.

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European Long/Short Equity - No Time Like the Present

May 2017 | Balter Liquid Alternatives, LLC

Taking a closer look at Europe.

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What we learnt at the clinic...

February 2017 | Jamie Carter, Partner and Investment Manager of S.W. Mitchell Capital - Sub-Adviser to the Balter European L/S SMall Cap Fund (BESMX)

At the core of our investment process lies our relentless company visiting programme. This commitment to spending time with corporates is one of our key sources of idea generation.

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Size Does Matter

January 2017 | Balter Liquid Alternatives, LLC

Rebooting Your Thinking On Long/Short Equity - Yes, Size Does Matter

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Steering Clear of Liquidity Landmines

December 2016 | Balter Liquid Alternatives, LLC

The Anniversary of Third Avenue Focused Credit Fund's Demise

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Real Assets Adviser - Balter gets the Last Word with "Fixing Morningstar" - Condensed Version

November 2016 | Brad Balter, CFA & Ben Deschaine, CAIA

Balter Liquid Alternatives digs into problems within research provider, Morningstar. There aren't as many Liquid Alternative Mutual Funds as you think. - Condensed version published in Real Assets Advisor, November 2016 Issue

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When Numbers Cloud Meaning - The Fallacy of Investment Research Exactitude

November 2016 | Peter Lupoff, Portfolio Manager of the Balter Event-Driven Fund (BEVIX)

The importance of coupling narrative with number to avoid paralysis.

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When is Macro REALLY Global Macro in a Mutual Fund?

October, 2016 | Balter Liquid Alternatives LLC

With the “Macro” label being applied to an increasingly larger number of mutual funds these days, investors need to be careful what they are getting; just because a fund has macro in its name, it does not necessarily mean that it is a bona fide Global Macro offering.

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Small Cap Inefficiencies May Offer Greatest Opportunity for Alpha

July 2016 | Balter Liquid Alternatives LLC

Smart Money Capitalizes on Small Cap Inefficiencies.

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Fixing Morningstar

June 2016 | Brad Balter, CFA & Ben Deschaine, CAIA

Balter Liquid Alternatives digs into problems within research provider, Morningstar. There aren't as many Liquid Alternative Mutual Funds as you think.

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Discrediting Liquid Alternatives Won't Save the Hedge Fund Establishment

May 2016 | Balter Liquid Alternatives LLC

Balter Liquid Alternatives' Response to Skybridge Capital on Liquid Alternatives Risks and Performance

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London and NYC Based Hedge Funds Converted by Balter Liquid Alternatives

January 2016 | Brad Balter, CFA, Jay Warner, CFA, Ben Deschaine, CAIA

Balter Liquid Alternatives LLC ("BLA"), one of the leading players in the growing liquid alternative business and subsidiary of Balter Capital Management ("BCM"), announced today the launch of the Balter European L/S Small Cap Fund (ticker: BESMX) and the Balter Event-Driven Fund (ticker: BEVIX).

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Setting the Record Straight on Liquid Alternatives

July 2015 | Jay Warner, CIO, Ben Deschaine, CAIA

The Liquid Alternatives industry has experienced exceptional growth over the past several years, in terms of both aggregate assets as well as the number of fund offerings.

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Small Cap Equities – Ideally Suited for Long Short Investing

May 2014 | Brad Balter, CFA, Jay Warner, CFA, Ben Deschaine, CAIA

In this White Paper, we give a historical perspective to small cap equity performance relative to large cap equities and how the inherent structural inefficiencies provide potential fertile hunting for long short investors.

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