Firm Background

Innovative return streams

Liberty Cove team specializes in developing and bringing innovative return streams to investors in 40 Act vehicles

  • Founders of Absolute Investment Advisers (AIA), one of first and largest alternative mutual fund firms which at its peak managed over $4.5b
  • Product structuring expertise in bringing institutional strategies to retail investors in user friendly vehicles
  • Financial engineering expertise in utilizing derivatives within 1940 Act funds: futures, swaps, onshore, offshore, etc.
  • Multi-asset quantitative research platform developed over 10+ years: equities, treasuries, credit, commodities, currencies, volatility-as-an-asset-class, MLPs
  • Previously managed portfolios of MLPs and other inflation hedging asset classes in a multi-asset class, multi-manager real return mutual fund

 

Deep Distribution experience

Liberty Cove team has successfully raed assets in the RIA and Independent Broker Dealer channels

  • Led team of 5 wholesalers in raising over $4.5b for one of the first Alternative mutual funds from RIA and Independent  FA channels
  • Deep experience in working with institutional clients, primarily Endowments, Foundations, Corporate Pension Plans and Investment Consultants