Inverin Advisors helps private fund managers through the process of closing fund strategies when principals make the difficult decision to wind down investing activities. Reasons include:
Asset Loss
Funds lose critical mass due to performance challenges, competition from similar strategies, lack of investor interest, or changes in market dynamics
Restructuring
Changes in portfolio strategy result in one portfolio being consolidated into another necessitating the liquidation of the initial fund
Strategy Deterioration
Sectors, regions, and/or products come under pressure due to market dynamics and/or changes in investor interest
New Products
Traditional funds may be swapped out for new products like ETFs or derivative structures
New Opportunity
Principals seek a new chapter and want an orderly exit from their legacy business