Alternative Investments:
The Broad Set of Investments Beyond Public Securities

Recently Released!!!
Date Published: May 8, 2019
Summary PowerPoint Deck: 121 Slides

Reference PowerPoint Deck: 211 Slides

The purpose of this research is to provide readers with a comprehensive understanding of alternative investments, including hedge funds, venture capital & private equity, real estate, financial alternative investments, & other non-financial alternative investments. This research is incorporated into Tiburon's broader coverage of investable assets, along with Tiburon's coverage of registered investment companies, comingled trust funds, & separately managed accounts.

This research starts with a key driving factors chapter that outlines the basis of growth in alternative investments, including:
  • Less Certain Traditional Securities Markets
  • Higher Correlations Between Traditional Investments
  • Superior Investment Returns in varying Alternative Investments

This research addresses the key historical phases of the alternative investments market, including: 

  • Hedge Funds Phase
  • Venture Capital Phase
  • Liquid Alternatives Phase
  • Real Estate Phase

This research defines two broad markets segments (and numerous sub-segments), including:

  • Financial Alternative Investments
    • Hedge Funds
    • Venture Capital & Private Equity
    • Real Estate
    • Liquid Alternatives
    • Other Financial Alternative Investments
      • Old-Line Limited Partnerships
      • Stock Market & Individual Stock Options
      • Foreign Exchange & Currencies
      • Structured Debt
      • Treasury Inflation Protected Securities (TIPS)
      • Bank Loan Funds
      • Catastrophe Bonds
      • Stable Value & Principal Protected Funds
      • Structured Settlements
      • Commodities & Financial Futures
  • Non-Financial Alternative Investments
    • Precious Metals (Gold, Silver, Platinum)
    • Diamonds
    • Commodities & Managed Futures
    • Industrial Metals
    • Oil & Energy Properties
    • Coins & Stamps
    • Jewelry & Watches
    • Fine Art, Antiques, & Collectibles
    • Baseball Cards & Sports Memorabilia
    • Comic Books
    • Antique & Racing Cars
    • Wine Investments
    • Scotch
    • Cannabis Investments
    • Sports Teams
    • Other Non-Financial Alternative Investments

    And this research makes several future predicitons for alternative investments, including: 

    • Moderate Growth of Alternative Investments
    • Emergence of Venture Capital & Private Equity as Retail Product
    • Ultimate Dominance of Real Estate as Leading Alternative Investment
    • Ongoing Retailization (Liquid Alternatives)
    • More Formalization of Non-Financial Alternative Investments Businesses
    • Ultimate Convergence of Active Management & Alternative Investments
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