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AMA: THE CASE FOR DIRECT INVESTMENTS IN A BALANCED PORTFOLIO

2 MIN WATCH

September 24, 2024

AMA: The case for direct investments in a balanced portfolio

Matt Malone - Head of Investment Management, Opto
Private Assets

Key takeaways

  • Direct and co-investments can lower the overall fee load since they may carry low or no fees compared to traditional fund investments.
  • By utilizing Opto's and clients' networks, clients can share opportunities, enabling broader access to interesting transactions within private market portfolios.
  • Direct or co-investments allow for strategic shifts, like increasing exposure to AI or real estate, tailored to specific market trends or opportunities.

Investment ideas

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Important disclosures

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