Investing in the Lower
Middle Market.

In the current market environment with few reliable sources of return, many investors are turning to private markets to supplement their investments in public markets. Altera believes that within this space, smaller opportunities present the greatest potential upside for investors.

With the confluence of issues stirring capital markets today, investors are looking for opportunities with favorable expected risk-adjusted return profiles. Altera believes the combination of structured yield, downside protection, and ability to capitalize on equity upside makes private credit investments an attractive solution to navigate the current climate.

We sat down with Julie Newman, Partner and Managing Director, to discuss her current role at Altera, her 12 years of experience in the industry, and why she feels Altera’s team is its most differential factor.

We believe asset allocation and a disciplined evaluation of risk and return are hallmarks of an effective investment process and critical within the current environment. Read how adding a diversified sleeve of alternative investments to investors’ portfolios can reduce expected volatility and increase expected returns.

With tax season now in full swing, we wanted to remind you to file an extension on your taxes due to delayed reporting with private investments. Extensions are very common when investing in private placements. The deadline for filing an extension is the standard tax deadline of April 18, 2022.