About Balter Liquid Alternatives
Balter Liquid Alternatives (BLA) is a subsidiary of Balter Capital Management (BCM), a boutique firm solely focused on research and investing in alternative investments since 2006. Balter Capital Management, with roots in creating customized hedge fund portfolios, oversees approximately $1.3 billion in total assets, including approximately $300 million in alternative mutual funds through BLA. Our clients include family offices, ultra-high net worth individuals and institutional investors.
BLA was established to offer institutional hedge fund strategies within a mutual fund structure. We partner with established hedge fund managers to sub-advise our funds on a pari-passu basis to their hedge fund. We seek to offer products in structurally inefficient areas of the market where active management has the best potential to add value. The areas of the market that BLA focuses on typically can only accommodate a finite amount of capital and as a result our funds will be much smaller than our peers. In most instances, our competitors are either unable or unwilling to offer the same strategies due to the economic reality that comes along with these opportunities. We have long maintained that we are more than happy to sacrifice fund scale for the prospect of superior returns. While many hedge fund strategies can fit comfortably into a ’40 Act structure, not all of them can. We firmly believe that highly concentrated, highly leveraged and illiquid strategies should remain in a limited partnership vehicle.
Our longevity within the hedge fund industry uniquely positions us to construct and manage daily liquidity alternative mutual funds. Our dedicated focus on hedge funds and liquid alternatives provides us with significant insight and differentiation. We remain steadfast in our mission to offer high quality, institutional hedge fund solutions to the investor community.
About Balter Capital Management
Formed in 2006, Balter Capital Management, LLC (BCM) is a registered investment advisor focused purely on hedge fund research and investing, with both pooled and distinctly tailored offerings. Our dedicated focus on hedge funds and liquid alternatives provides us with the highest level of insight and differentiation by applying our rigorous approach to sourcing, analyzing, monitoring and interacting with both investment and operations personnel at a given firm.
We utilize both established funds as well as continuously sourcing “non-brand name” managers that have not yet been identified by the broader investment community. BCM analyzes and invests in hedge funds globally across all strategy sets available to hedge fund investors. BCM’s clients all share the desire for a differentiated approach to hedge fund investing.
Our clients include family offices, ultra-high net worth individuals, institutional investors, all of whom recognize our desire to adhere to the following investment and management philosophies:
- Preference to invest in “right-sized” funds
- Operational integrity is the most critical element for any investment
- Challenge the Status Quo
- Hedge Fund of Fund investors should pay for Oversight or for Performance, but not both