Zarvic Brothers has launched the Vero Fund which is aimed at providing investors with broad exposure to a portfolio of alternative private equity investments managed by experienced partners, such as commercial real estate and merger arbitrage strategies.
The new Vero Fund is based on the same Zarvic strategy which has produced an annualised return of 36 per cent on recent years.
The fund’s strategy seeks the long-term capital appreciation associated with private equity with a lower risk profile.
To date, liquidity and other structural and regulatory challenges have made it more difficult for individuals to gain exposure to alternative assets.
The firm says the private equity industry is evolving from a “defined benefit” retirement universe to a “defined contribution” construct and this fund and strategy provides an approach that may be appropriate for many investors.
