RE: RE strange15 Mar 2019 10:51
You're both right (I hope). It's going to give and give again.
Short term we should see some buying pressure with the SLIM launch coming soon. Medium term we might expect the Hybrid product to be taken on (nine-figure allocation, remember?). Longer term, into a bear market we'll see increased demand for non-correlated investment vehicles and hopefully ALGW will rise to ascendancy. Performance fees will be residually paid for years to come, as the insured die off.
The SLIM fund is exciting, but the big picture is so much more thrilling. GLA