BLOG2017-02-04T00:48:54-07:00

Special Update (March 13, 2020): Extreme Market Volatility – Coronavirus Impacts

We hope this post finds you all well and taking any precautions you feel necessary for protecting your health and your loved ones. Whew - who would've known that COVID-19 would cause such a pervasive disruption worldwide? With all the [...]

By |March 13th, 2020|Uncategorized|

Traditional Private Equity vs. Asset-Backed Investments (and Quick Public Market Update w/ Coronavirus Impacts)

    We typically write-up a full investment market and portfolio update at the end of each quarter, with a more interest-related post at the mid-quarter mark. For this mid-quarter post, our Alternative Asset Manager, Louis Frank, has written up [...]

By |February 28th, 2020|Investment Strategy|

Interval Funds – Expanding the Access of Private Investments

Interval Funds 101   LotusGroup recently launched a private interval fund sourcing program to help clients improve diversification, access and liquidity. As such, we thought it would be helpful to provide a high-level overview of the interval fund origin and [...]

By |November 29th, 2019|Investment Strategy|

Finding Value in Today’s Market Environment

Where is the Value? Investments with meaningful intrinsic value remain scarce with public markets still overvalued and a recent influx of volatility. International public equities have had lackluster returns during the past five years while US markets appear to have stalled [...]

By |September 1st, 2019|Investment Strategy, Lotus Club|

The Bull Keeps Running: Q2 Market Update

Investment Market Update Amid trade tensions with China and unsatisfactory economic data, last quarter provided investors with some volatility. However equity markets remained resilient, with the S&P 500 grinding its way to a positive return and some nominal new highs. [...]

By |July 11th, 2019|Uncategorized|