F-Squared Investments Exceeds $300 Million in Liquid Alternative Strategies

NEWTON, Mass., Nov. 27, 2012 /PRNewswire/ -- F-Squared Investments, one of the fastest growing investment management firms in the country with more than $8.5 billion in assets, is pleased to announce that its newly launched AlphaSector™ Alternatives business unit has attracted more than $300 million in client assets in just over six months.  Offerings include solutions delivered via mutual fund, Separately Managed Accounts (SMAs), and Limited Partnership (LPs) vehicles.

The new leveraged long-short strategies are designed to employ dynamic leverage in rising markets and take short positions in declining markets. Like F-Squared's long-only strategies, the Alternative strategies strive to deliver long-term outperformance while avoiding significant losses through aggressive downside risk management.

The strategies offer critical benefits demanded by clients in this fast-growing category:  downside risk management, daily liquidity of holdings, full transparency, low correlation with traditional investments, and vehicles that allow for low minimum investments.

"As investors are becoming increasingly wary of the risks embedded in traditional stocks and bonds, they are turning to alternative investments as a source of superior risk-adjusted returns," said James Celico, Co-Head of Alternative Investments at F-Squared. "Our leveraged long-short strategies are designed for investors who seek performance coupled with simplicity, transparency and true daily liquidity."

The new alternative strategies were launched after F-Squared's existing clients asked the firm to devise liquid long-short products based on the highly successful AlphaSector Premium strategy. Both the original long-only strategy and the newer leveraged long-short version are in keeping with the firm's overall philosophy, which features delivering aggressive downside risk management while providing attractive performance in rising markets.

About F-Squared Investments

F-Squared Investments, based in Newton, MA, is an SEC registered investment adviser offering a full range of investment solutions based on either their proprietary AlphaSector™ or PoRT™ investment capabilities. The firm's AlphaSector strategies represent the industry's largest suite of investment solutions targeting upside participation in rising markets with embedded downside risk management.  The firm has seen demand for its products translate to superior growth, with firm assets growing in two years from $1.5 billion to more than $8.5 billion (as of September 2012). Visit www.f-squaredinvestments.com for more information on F-Squared.          

Contact:
Zach Kouwe/Doug Hesney
Dukas Public Relations
(212) 704-7385
[email protected]/[email protected]

SOURCE F-Squared Investments