AlphaMaven

Hedge Funds ◦ Managed Futures ◦ Crypto Funds ◦ Venture Capital ◦ Private Equity ◦ Real Estate ◦ Cannabis

Alternative Investment Network

Investments For All Market Conditions

Investment Listings ◦ Contact & Company Profiles ◦ News ◦ Member Posts
Crowd Sourced Investment Due Diligence
1mo ago Hedge Fund Serenity Alternative Investments Fund I Views: 74

PERFORMANCE – Serenity Alternatives Fund I returned +4.11% in December net of fees and expenses, bringing year to date returns to +19.6%. The FTSE NAREIT All Equity REITs Index returned +2.45% for

the month and returned -5.1% in 2020.

2020 IN REVIEW: A PLAY IN THREE ACTS

Q1: Opportunities are scarce as the economic cycle draws to a close. Serenity Alts is focused on preserving client capital in the face of a possible recession (we are hedged). Then the virus hits. The REIT market ends Q1 down -23.5% with Serenity down only -3.7%. This is what hedge funds do best.

Q2/Q3: The Coronavirus pandemic ravages the world’s economies, creating a new set of winners and losers in the stock market and in REITs. Serenity Alts treads cautiously.

Q4: As the pandemic hits a new phase, a light at the end of the tunnel begins to glimmer. Serenity swoops in to invest opportunistically while many competitors wait on the sidelines. Fund 1 returns +20.6% net of fees in November and December.

THE ROAD AHEAD: 2020 has ended and the dawn of a new economic cycle lies just over the horizon. The path will not always be smooth, but REIT buying opportunities abound for the vigilant and decisive.

Download the entire newsletter at this link.


Member Posts:

Member Posts
Join the AlphaMaven Private Investment Network

Exclusively For:

Qualified Investors & Knowledgeable Industry Participants

Member Posts
Listing Service
Join the AlphaMaven Private Investment Network

Exclusively For:

Qualified Investors & Knowledgeable Industry Participants

Log In for More
Access Over 250K+ Industry Headlines, Posts and Updates