Navigating Interval Funds

An interval fund is a versatile investment vehicle registered under the Investment Company Act of 1940, uniquely combining the best aspects of mutual funds and closed-end funds. Offering continuous share sales across multiple distribution channels, including retail, interval funds provide unparalleled access to sophisticated investment strategies that are often reserved for institutional investors.

Why Choose an Interval Fund?

• Strategic Portfolio Management: Interval funds blend the flexibility of open-end mutual funds with the dynamic portfolio management capabilities of closed-end funds, allowing experienced managers to make the most of market opportunities.
• Access to High-Quality, Illiquid Assets: Gain exposure to advanced strategies that include illiquid assets, providing diversification and potential returns typically beyond the reach of everyday investors.
• Disciplined Investment Approach: By setting limits on the frequency and size of redemptions, interval funds encourage a long-term investment outlook, fostering stability for both the investor and the portfolio manager.

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Invest confidently with interval funds, where innovative strategies meet disciplined, long-term growth potential.