A robust and independent alternative investing platform
Designed to address the challenges that the private wealth segment of advisors, brokers, private banks, single family offices and similar institutions, face when investing in Alternative and Private Markets.
a) Deep understanding of the different asset classes, strategy types and the types of risk, return and correlations that can be expected.
b) The capability to achieve optimal diversification among and within the various alternative asset classes, strategy types and managers, high quality portfolio construction and tactical cycle-driven positioning to maximize risk-return asymmetries and benefits of low or un-correlation.
c) Embedded management the many on-going funding, operational, monitoring, accounting, tax and reporting complexities of investing in alternatives while reducing their implied costs.
When investing in alternatives, selecting top managers is key, but proper diversification is indispensable
The evidence of historical fund return dispersion in private markets and the possibility of managers underperforming their own historical track-records are facts that demand good alternative portfolio diversification: Proper manager diversification lowers the likelihood of ending up with mediocre returns while increasing that of achieving top-level comparable asset-class returns and capturing the decorrelation benefits that are being pursued.
Fund of fund Strategies
Harbor Ithaka has developed a menu of Fund of Funds designed to support alternative investing activities of wealth managers, multi-family offices, independent advisors, broker-dealers, and private banks.
We aim to offer efficient and high quality dynamically managed exposure to the different risk types that are available through the various alternative and private market strategies to deliver attractive risk-adjusted returns with a lower correlation to traditional public markets.
With minimum investment amounts of US $100,000, each fund of fund provides optimal multi-manager multi-strategy diversification and tactically managed positioning benefits, as well as numerous structural features amenable to the needs and idiosyncrasies of private investors and their advisors while reducing the selection and on-going operational complexities and costs of investing in Alternatives.
Add diversification of risk-return drivers to more traditionally oriented private wealth portfolios while constraining down-side risk.
Optimized the risk-return performance via portfolio construction, dynamic tactical cycle-driven positioning, broad strategy and manager diversification and through due diligence.
Provide a “return behavior” better suited to the idiosyncrasies of the private wealth client base (J-curve mitigation, quick deployment, etc.)
Simplify the operational complexities and costs of investing in alternatives faced by wealth managers and their firms as well as the incidence of advisor-investor client relationship stresses.
The Harbor Ithaka’s funds currently invest in the following private markets and subsegments:
Within each of these asset classes, Our funds invest tactically, weighting the various strategy types according to how risks and opportunities shift through the economic and credit cycles