Private / Alternative Investing

At Davis Capital Group, we believe that successful investment strategies involve proper asset class selection, quality investments and forward-thinking. Analyzing some of the most successful institutional portfolios, it quickly becomes apparent the need for private/alternative asset classes to enhance portfolio returns while minimizing portfolio volatility. A great example is the Harvard University Endownment, which has consistently outperformed public equity and bond markets with less volatility. As of 2010, Harvard allocated more than 2x to real assets than to domestic equity and more than 50% of its portfolio to private / alternative investment strategies. Which beg's the question: how does your portfolio compare, both in composition and returns?