Global View Investment Blog

Elite Manager Closing Funds

The two flagship funds of Global View’s favorite Investment Manager have been soft closed for the past six months, since cumulatively reaching $700 million in assets under management. Soft closing the funds inhibits access from new investors, and allows current shareholders to add to their positions. This permitted Global View to continue adding. Last week, Global View received an email informing us that inflows from existing clients will soon necessitate a HARD close, to protect the integrity of the strategies. After the hard close, no inflows from anyone into the funds will be accepted.

This manager has the best track record in absolute terms, as well as risk adjusted returns, of ANY MANAGER we have reviewed at Global View. For compliance reasons we cannot publicly display the name of the funds or the manager. Global View considers these funds to be among THE BEST long-term investment opportunities available. We feel very strongly, that those who are unable to take a significant position in the funds before they close will be left with permanent regret. We have been granted the ability to add $1-2 million of additional funds before the hard close. Once this allotment has been filled we will be unable to add money to these funds. Please call or email us today for more information on this fund.

Adam Wiles

Written by Adam Wiles

Adam is a Partner at Global View. Adam’s primary focus is on investment strategy, retirement planning, risk management, and new client identification. He has extensive experience and training in identifying client’s needs and explaining the solutions that meet those needs. He worked with Merrill Lynch for 2 years prior to joining Global View. Prior to Merrill Lynch, Adam worked 10 years, in several trading capacities, within the Commodity Lumber business.

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