Liquid Alternatives

We offer a variety of strategies designed for institutional investors who seek long-term capital appreciation consistent with reasonable risk to principal, including long/short strategies and U.S. and global secured options. These strategies may also be appropriate for investors wanting to diversify their aggregate holdings beyond traditional equity and fixed income investments.

This website is for informational purposes only and is not a solicitation for any product or service.  GIM products are actively managed and their characteristics will vary.  All investment has risk, including the risk of loss of principal.  There can be no assurance that efforts to manage risk will be successful.  An investor should consider investment objectives, risks, charges and expenses carefully before investing. Diversification is not a guarantee of outperformance or an assurance against loss. For additional information regarding risks and about the firm, please refer to Related Literature and Disclosures.

“Liquid alternative” strategies can be risky and are not suitable for every investor.  Entering into short sales includes the potential for loss of more money than the actual cost of the investment and the risk that the third party to the short sale may fail to honor its contract, causing loss to the portfolio.  Options trading entails significant risks.  For example, a covered call writer forgoes participation in any increase in the stock price above the call exercise price and continues to bear the downside risk of stock ownership if the stock price decreases more than the premium received.  Please review the OCC brochure, “Characteristics and Risks of Standardized Options” for further information.