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Market volatility? Don't panic. There is an alternative...
Recent equity market events have provided a timely reminder of
the fragility of the global economic recovery. In particular,
events have highlighted the complex nature of the interconnections
between major global trading partners, along with the inherent
dependence of one nation's growth on the wider global economic
With shares in China plunging - despite several attempts by the
Chinese government to intervene and allay concerns - global
investor reaction has been to enact large scale sell offs.
The FTSE 100 has fallen more than 15% since its peak in April
2015. The US Dow Jones has fared little better. At one point in
trading on Monday (24th August) the German DAX stood at
9,338. A drop of nearly 25% from its peak in April 2015; albeit off
the back of very strong growth in the preceding six month
With market commentators cautioning that there may be further
volatility ahead, and with the Greek position by no means fully
resolved in Europe, investors are naturally looking towards
alternative investment strategies in their search for yield as
interest rates look set to stay lower for longer. Particular
consideration is being given to investments that can help to
mitigate the 'roller coaster ride' of global equity markets.
SL Investment Management's latest US Life Settlement product,
BlackOak Investors LP, aims to fulfil
this investor need - providing investors with a low volatility, low
correlated investment that is dependent upon the future longevity
of US seniors.
Launched in February 2014,
the fund has achieved an impressive 19.1% return in its first 16
month period to July 2015. Unlike many other longevity risk funds
on the market, this has been achieved through a combined strategy
of buy to hold along with the active
management of assets - seeking out opportunities to trade
policies on in the market to realise value and enhance investor
Patrick McAdams commented, "We are delighted with the
performance of the fund to date. The active trading strategy is
proving to be a particularly useful feature in achieving realised
fund returns in the initial period following on from launch."
"The fund is currently small, with fund raising to date having
been limited by regulatory restrictions on our ability to directly
promote the fund. However, we are confident that these limitations
will be overcome in the very near future, and a wider base of
investors will have the opportunity to participate in the benefits
the fund has to offer."
BlackOak Investors LP is a UK
domiciled fund denominated in USD. It is suitable for global
sophisticated investors only, with a minimum investment requirement
of the USD equivalent of 125k EUR. For further information please
McAdams via e-mail, or on +44 (0)1244 317666.