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Hedge Fund and Private Equity Information

You are here: Home / Thoughts / Research / Hedge Fund and Private Equity Information

Are Hedge Funds and Private Equity Necessary for Your Portfolio?  The Answer May Surprise You!

At Mason, we believe the answer is no! Why? Based upon data from academic studies and other research and based upon the performance of foundations and endowments, we found that endowment portfolios that included hedge funds and private equity investments did not necessarily outperform portfolios without these investments. In addition, in some cases, endowment portfolios with hedge fund and private equity allocations actually underperformed portfolios without these investments.

However, with all of this data that seems to contradict the typical investment consultant’s recommendations, we rarely saw this other side of the story presented at any endowment conferences. We thought that the other side of this story needed to be told in a conference setting and beyond.

We decided to develop this presentation for three endowment conferences in the fall of 2019 and based upon some of the feedback we received, we think that your staff, committee and or board could benefit from this side of the story.

Would You Like to Learn More?

To schedule this presentation for your board, investment/finance committee, or staff, please contact:
Will Thorpe at 703-716-6000 or info@masoncompanies.com

See below for a video that provides a brief introduction to this presentation:

Click here to request a copy of our brief paper on this topic
Click here to view the first of four of our quarterly mailers on this topic

Contact Us

Washington, DC Area Office:

Address: 11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
info@masoncompanies.com
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)

 

San Francisco Bay Area Office:

Address: 2400 Camino Ramon, Suite 350, San Ramon, CA 94583
info@masoncompanies.com
(925) 365-1603 (Phone)
(925) 365-1756 (Fax)

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Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.

The Mason Companies is comprised of Mason Investment Advisory Services, Inc., a SEC Registered Investment Advisor; Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org); and Mason Associates.

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Amid the news about the coronavirus (COVID-19) and its impact on people and the markets, we at Mason are here for you, assisting in any way we can to address and support your needs; to be available to you; to listen and to navigate this together. We are committed to providing you with all of the service that we have provided to you in the past. The virus’ impact on the markets has caused people to worry and we’re here to assist you and answer any questions you might have. We are also concerned about the health and safety of our employees and our communities.

Mason is acting with appropriate caution for our office staff. Although our physical office will remain open, we are allowing employees to work from home if they feel that they need to do so. We have a formal Business Continuity Plan in place to accommodate employees working from home, with no business interruption. We are practicing the appropriate social distancing pursuant to the guidance from the government and health officials. We’ve taken precautions to help keep our employees healthy, including suspending travel and encouraging them to stay in touch with each other and our clients through phone calls, emails, screen sharing and video conferencing. We are providing our employees with technology equipment to allow them to do so.

We are dedicated to continuing to act in the best interests of our clients and our employees and hope that you all stay healthy in the weeks to come. We will continue to be in touch with you as the situation evolves.