Altera’s Evans Makes The Case For Private Markets Allocation

Chadd Evans, Managing Director, Altera Investments weighs in on why private investments belong in portfolios and key opportunities and risks to consider.

Altera is an asset advisor focused around providing alternative access to the RIA community.  Specializing in lower middle markets and beyond, Altera seeks unique investment opportunities tailored based on investor need.

An allocation to private markets has the potential to enhance returns, deliver income and add diversification. Evans explains that in times of market uncertainty, exposure to alternatives can be even more critical to mitigate risk and achieve client goals.

Advisor interest in private markets is on the rise. Companies staying private longer, eroded yield from traditional fixed income sources, and heightened volatility in the public markets have driven much of the advisor demand. While advisor access to private markets has improved over the last few years with the launch of new investment structures and innovative technology platforms, there are still barriers to entry.

Evans points to thoughtful asset allocation, manager selection, and market cycle awareness as key contributors to performance. As a boutique manager specializing in lower middle markets, Altera is uniquely positioned to deliver differentiated access to private markets and ultimately serve as a partner to the end investor.

For more insights from Evans and Altera, tune into the next session of Private Markets Playbook: Multi-Strategy & SPAC Investing. The Multi-Strategy & SPAC Investing course aims to provide a practical playbook specifically for financial advisors. Join us for this 3 hour, interactive and advisor led program.