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Rating:Another Alt Specialist Enters '40 Act Country Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, October 22, 2013

Another Alt Specialist Enters '40 Act Country

Reported by Katie Lobosco

Balter Liquid Alternatives expects to launch a Long/Short Equity Fund in December, according to an SEC filing.

The fund will reportedly seek to achieve long-term capital appreciation by purchasing undervalued stocks and short-selling stocks believed to be overvalued.

According to the SEC filing, Balter Liquid Alternatives is a newly-formed, majority-owned subsidiary of Balter Capital Management, LLC (“BCM”). It is also an SEC-registered investment adviser which has overall responsibility for assets under management, recommends the selection of managers as sub-advisers of the Fund (each, a “manager” or “sub-adviser”) to the Trust’s Board of Trustees (the “Board”), evaluates the performance of the managers, monitors changes at the managers’ organizations that may impact their abilities to deliver future performance, among other things.

The Advisor and its affiliates have not previously managed a registered investment company.

The portfolio managers will be Brad Balter, Jay Warner, and Ben Deschaine from Balter Liquid Alternatives. Daniel Barker will manage the fund for sub-advisor Apis Capital Advisors, while David Cohen and Ross DeMont will manage the fund for sub-advisor Midwood Capital Management.

Brad Balter is the co-founder, managing director and chief executive of BCM and Balter Liquid Alternatives. Before founding BCM, he was a managing director at Citigroup Global Markets. 

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