With high-octane returns growing harder to come by, many opportunistic and value add managers are considering moving down the risk spectrum to pursue core or core-plus strategies. The extent to which existing and potential investors embrace these new strategies depends on their own risk / return profiles as well as their perception of the manager’s ability to expand into a new product without compromising their current funds and established business. When introducing this product, managers should be prepared to demonstrate a compelling investment strategy and market opportunity, a fit within their organizational structure, and a commitment to their existing investor base. Below are questions to consider, along with key points to address when presenting the new product to investors.
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