New Year, New Opportunities

2012 is in the books. 2013 shows remarkable promise for specific investment strategies in the alternatives space. In particular, we continue to like growth industries (such as healthcare) in growth economies (such as Russia/CIS), and we are comfortable with liquid and illiquid opportunities to generate cash flow and strong returns. In stable economies, we like small buyout and residential real estate opportunities, with the latter showing some serious promise for the short- and medium-term.