Irvine, CA, February 13, 2015 --(PR.com
)-- Vertical Capital Markets Group today announced the launch of the Vertical Capital Defined Risk Fund (VCDRX, VDRIX), a fund sub-advised by Lido Advisors, Inc. of Beverly Hills that seeks capital appreciation combined with reduced market volatility.
Lido Advisors is a full-service investment advisory firm that manages more than $1 billion dollars in assets for family offices, high-net-worth individuals and institutional clients.
”I strongly believe that investing with smart, nimble and talented managers who understand the benefits of reduced volatility makes sense for many investment portfolios,” said Greg Kushner, founder of Lido Advisors.
In many instances, access to top-rated managers has been available only to institutional and high-net-worth investors until recently. But after the 2008 financial crisis, Lido developed a liquid-alternative strategy with managers that Lido believes are best in class.
Vertical Capital selected Lido Advisors to provide all investors access to many of the alternative investments and strategies that previously were generally available only to investors in hedge funds. Unlike a hedge fund, the Vertical Capital Defined Risk Fund provides ongoing liquidity and has a low initial minimum investment, while generally offering lower fees and greater transparency.
“The Vertical Capital Defined Risk Fund is a liquid alternative fund of funds,” said Jason Ozur, the fund’s portfolio manager and managing director of Lido Advisors. “We seek to invest in what we believe are the best managers with the best strategies, given current market conditions.”
According to Vertical Capital Markets Group President Bayard Closser, “This fund was created to provide our investors with the opportunity to invest in the sophisticated strategy that was created by Lido Advisors. Many investors are concerned with volatility; this fund was designed to help advisors and investors manage volatility in this environment.”
As sub-advisor, Lido pursues the fund’s investment objective by investing primarily in liquid alternative funds that invest in many different asset classes and use a variety of alternative investment strategies, such as long-short, market neutral, opportunistic and global macro strategies. Lido may also invest a portion of the fund in other financial instruments, including private investments.
Using its proprietary, actively managed investment strategy, Lido, as sub advisor for the fund, seeks to deliver competitive risk-adjusted returns, relative to the overall U.S. equity market, over a wide range of market conditions. The strategy monitors the performance of each underlying investment in the fund to help manage correlations between investments, increasing the potential for overall portfolio diversification.
About Lido Advisors
Lido Advisors, Inc. (www.lidoadvisors.com), a registered investment advisor, was founded in 1999 as a full-service investment advisory firm and currently manages more than $1 billion dollars in assets for family offices, high-net-worth individuals and institutional clients. Lido founder Greg Kushner is nationally active in the family office community.
About Vertical Capital Markets Group
The Vertical group of companies, founded in 2004, provides access to an outstanding team of professionals with strong backgrounds in banking, finance and investing. Our senior partners combined have more than 150 years of collective experience in the manufacturing, marketing and distribution of financial service products to retail broker-dealers, registered investment advisors, family offices and individual investors.
An investor should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at ncfunds.com or by calling Shareholder Services at 1-855-609-VCAM (8226). The prospectus should be read carefully before investing.
An investment in the Fund is subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Investment in the Fund is also subject to the following risks: Risks Related to Investing in Other Investment Companies, Alternative Strategies Risk, Hedge Fund Risk, Model Risk, Valuation Risk, Preferred Stock Risk, Derivative Risk, Swap Agreement Risk, Convertible Securities Risk, Futures and Options Risk, Fixed Income Risk, Interest Rate Risk, General Market Risk, Sector Risk, Large-Cap Securities Risk, Small-Cap and Mid-Cap Securities Risk, Micro-Cap Securities Risk, High Yield or “Junk” Bond Risk, Illiquidity Risk, Foreign Securities and Emerging Markets Risk, Short Sales Risk, Leverage Risk, Investment Sub-Advisor Risk and New Fund Risk. More information about these risks and other risks can be found in the Fund’s prospectus.
The Vertical Capital Defined Risk Fund is distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 17 Glenwood Ave, Raleigh, NC, 27603. There is no affiliation between the Vertical Capital Defined Risk Fund, Vertical Capital Markets Group, Lido Advisors, Inc., the principals of these organizations, and Capital Investment Group, Inc.