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.
Altera is an investment firm dedicated to lower middle market private investments. Our investment solutions cover core asset classes, strategies, and geographies. We are not constrained by any single exposure or investment requirement – our primary objective is to invest in best-in-class fund managers and independent sponsors in the lower middle market.
Investing involves risk, including possible loss of principal.
Carefully consider investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Private Placement Memorandums or, if available, any Fund Prospectuses, which may be obtained upon request. Read all offering materials carefully before investing.