As a fixed income alternative, the Audaciter Capital Management Diversified Income Fund provides access to a broadly diversified portfolio of high-quality, income-focused private investments with reputable and high-achieving sponsors. The fund targets, where appropriate, lower degrees of correlation with public investment markets, providing a unique opportunity for yield seeking investors.

The fund’s underlying assets generate high current income out of positive free cash flow, compared with investment strategies that distribute very little current income but promise upside growth sometime in the future. Our income/yield based approach has proven to be a solid strategy for overall portfolio diversification in light of the current and future economic conditions.

OUR TARGET ASSET CLASSES

Highlights of the fund include:

• Quarterly income distributions plus long-term capital appreciation

• Low correlation with public stock and bond markets

• Asset class, geographic, and sponsor diversification

• Total projected ROI of 10-12% including quarterly cash distributions and capital gains

• Offering Type: Regulation D Rule 506(c) open to accredited investors

• Access to a portfolio of underlying investments that typically require a minimum investment of
  $100,000-$500,000 each with a single investment of $50,000 or more in the fund

  
  

The ACM Diversified Income Fund can be strategically used to complement a traditional investment portfolio by: (1) significantly increasing investment opportunities through access to new investment managers and private holdings; (2) reducing asset class correlation, volatility, and risk through diversification; and (3) producing more consistent investment returns.

If you are interested in this investment opportunity and would like to learn more, please contact us at: info@audaciter.com

The Broader case for alternatives and private market investments

We believe portfolio diversification is key to long-term performance and risk mitigation. A diverse investment portfolio includes more than publicly traded stocks, bonds and mutual funds. According to Bloomberg, “the number of publicly traded companies has dropped by about half in 20 years, from about 7,000 to about 3,500” making it more important than ever to include an allocation to alternatives and private market investments in order to access suitable investment opportunities and obtain true diversification.

Acknowledging the significant growth in private market investing, BlackRock states, “the need of investors for return, income and diversification brought private assets to their current prominence.” Private investments are often less volatile than their public counterparts and can often be purchased at lower multiples.

Similarly, an allocation to alternative investments such as real estate, private debt, commodities and life insurance can reduce portfolio volatility, result in less stock market correlation and can lead to outsized returns (investment alpha). According to Kiplinger, “a portfolio with a 20% allocation to real estate typically produces higher returns and lower standard deviations than a portfolio comprised of just stocks and bonds.”