About
StoneBridge presents clients with a unique avenue to leverage the global financial markets through our bespoke offering, the "Alternative Investment Fund." This meticulously crafted fund is structured as a total return-oriented vehicle, meticulously engineered to yield consistent returns by way of a synergistic blend of income generation and capital appreciation. The strategic framework is adeptly designed to engage in both long and short positions across a diverse spectrum of global credit instruments, devoid of confinement to specific benchmarks, asset classes, or sectors. The Alternative Investment Fund further boasts a nimble approach, strategically allocating capital across an expansive array of both traditional and non-traditional income securities, thereby uncovering opportunities across a breadth of sectors.
Alternative Investment Fund
Benchmark-Agnostic Strategy
The Alternative Investment Fund’s benchmark-agnostic strategy seeks to deliver attractive returns and defensively preserve capital through the credit Cycle
Traditional and Non-traditional
The fund diligently pursues high-conviction opportunities arising from dynamic global conditions. It maintains a focused portfolio comprising both conventional and unconventional fixed income securities. This encompasses sovereign bonds, bank loans, as well as securitized instruments such as mortgage- and asset-backed securities, spanning both the global and U.S. fixed income markets. Additionally, the fund demonstrates a strategic inclination towards non-investment grade and unrated bonds, further diversifying its investment approach.
Low Volatility
Furthermore, the fund strategically employs a higher proportion of derivatives compared to conventional bond funds. This deliberate approach serves to mitigate volatility while concurrently enhancing the potential for generating surplus returns
Minimum Investment
The fund’s minimum initial investment amount is $15,000
StoneBridge has managed global portfolios for more than 20 years and this is a very exciting time for the evolution of our platform. We listened to our clients and designed Alternative Investment to seek an attractive return Stream with a strong emphasis on capital preservation.
-Barry Elordi (Senior Portfolio Manager, Alternative Investment Fund)
Alternative Investment Funds
StoneBridge extends comprehensive portfolio and wealth management services within the forex market domain. Our clients are provided with the exclusive opportunity to engage in forex market investments through meticulously crafted investment packages. These bespoke offerings are thoughtfully designed to cater to the diverse financial needs of clientele spanning the globe.