Published by Bloomberg and MarketWatch
Overland Park, Kansas, Jul 06, 2022 (Newsfile Corp via COMTEX) -- Overland Park, Kansas--(Newsfile Corp. - July 6, 2022) - Aspen Funds, the mortgage-backed real estate investment firm, has announced that it will be offering alternative investment options for retail investors. The S&P index has suffered its worst first half-year since 1970 in 2022, going down by as much as 18%.Bonds have also not performed much better, declining by 10.8%. With returns from conventional asset classes, like stocks, bonds, and mutual funds proving to be volatile due to the pandemic and high inflation, many retail investors now want to diversify their investments into assets that are not correlated with the current 'bear' market.
Previously, these alternative investment options were available only to ultra-high net worth individuals and institutions. With the expansion of rules like the JOBS Act in 2012, average retail investors are now able to invest in alternative investment options like hedge funds, private equity funds, small and medium companies, and startups. According to a report by Preqin, a provider of data intelligence, it is projected that the overall market for alternative investments could grow to $14 trillion by 2023.
Through its newly unveiled alternative investment products, Aspen Funds sets out to identify long-term macroeconomic trends to find opportunities where downside risk is limited and values are supported by economic trends. Aspen is focusing on assets like mortgage notes, multi-family apartments, self-storage, and industrial real estate. The company also finds opportunistic investments that arise from inefficient markets; senior officials at the firm highlight the recent example of the structural and geopolitical challenges in the oil and gas market.
Commenting on the alternative investment space, Ben Fraser, Managing Director at Aspen Funds, said, "Our firm was started after the financial crash of 2008-2009, after discovering an investment opportunity in distressed debt. At the core of our investment strategy, we look at unique and opportunistic investments supported by macroeconomic trends. After serving our investors for ten years, we've discovered the acute need for the average investor to have access to these types of investments, just as the ultra-wealthy do. We help our investors to navigate this alternative investment landscape."
Name: Ben Fraser
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