Strategy-Specific Hedge Fund Portfolios

Investors seeking non-traditional investment portfolios such as hedge funds face challenges, including:

  • Getting access to industry-leading managers
  • Achieving adequate diversification
  • Managing illiquidity
  • Dealing with the complexity of a rapidly evolving style of investment management

To address these challenges, Segal Rogerscasey has developed a series of commingled funds that represent ideas from our best-in-class research team that give investors access to a broad cross-section of top-tier investment managers grouped together by strategy. Our funds cover Equity Long/Short, Global Macro, Relative Value and Event-Driven strategies, and they can be combined in whatever combination best meets each investor’s unique investment objectives, risk-tolerances, liquidity needs and time horizon.

Segal Rogerscasey continuously seeks experienced and knowledgeable asset managers to keep the funds optimally positioned to take advantage of current and prospective market conditions, building on the efforts of our Beta and Global Portfolio Solutions Research Groups. Moreover, the diversified nature of each fund (each portfolio consists of multiple managers) allows small- and medium-sized investors the ability to gain access to portfolios that would be impossible to replicate if they were to invest directly with our underlying managers. Smaller investors are now able to invest alongside larger sophisticated institutions in several of the top-rated hedge fund managers.

Our Funds currently comprise four main categories of hedge fund investing:

Relative Value

The RCAI (RogersCasey Alternative Investment) Multi-Strategy Relative Value Fund invests in multi-strategy hedge funds with a focus on relative value that seeks to achieve attractive risk-adjusted returns over a full market cycle. The fund is designed to:

  • Benefit from diversified investments across a number of multi-strategy managers to take advantage of different underlying styles and strategies
  • Invest with managers who can adapt allocations and market exposure to changing trends throughout market cycles in response to varying opportunities in strategies such as relative value arbitrage, equity market neutral and credit long/short
  • Utilize Segal Rogerscasey’s depth of research by investing with best-in-class multi-strategy managers, all approved by Segal Rogerscasey’s Alpha Research Group

Event-Driven

The RCAI Event-Driven Credit Fund invests in event-driven hedge funds with a focus on credit. The fund selects hedge funds that seek to achieve attractive risk-adjusted returns over a full market cycle and is designed to:

  • Benefit from diversified investments across event-driven strategies, including long/short credit, distressed, capital structure arbitrage, merger arbitrage and special situations
  • Invest with managers employing both directional and hedged event-driven strategies while utilizing low to moderate amounts of leverage
  • Utilize Segal Rogerscasey’s depth of research by investing only with managers approved by Segal Rogerscasey’s Alpha Research Group

Long/Short

The RCAI Equity Long/Short Fund invests in equity long/short hedge funds that seek to achieve attractive risk-adjusted returns over a full market cycle. The fund is designed to:

  • Benefit from diversified investments across a number of equity long/short managers to take advantage of different style, sector, market capitalization and geographic exposures
  • Adapt investments in both long-biased and market-neutral managers in order to capture significant market upside during strong markets while protecting capital during weak markets
  • Invest with managers approved by Segal Rogerscasey’s Alpha Research Group

Global Macro

The RCAI Global Macro/CTA Fund invests in global macro and CTA hedge funds that seek to achieve attractive risk-adjusted returns over a full market cycle. The fund is designed to:

  • Benefit from price movements and trends within global stock markets, interest rates, foreign exchanges and commodities
  • Invest with managers employing both discretionary and systematic trading approaches across different time horizons
  • Utilize Segal Rogerscasey’s expert research by selecting only approved global macro and CTA managers, as determined by our Alpha Research Group