Beatrice in the News:

New MFO wants opportunistic l/s hedge funds

July 23, 2024

Abigail Rubel

Multi-family office Beatrice Advisors is looking at opportunistic long/short hedge fund strategies, as it sees potential for alpha creation in the current market.

Beatrice Advisors was recently founded by Christina Lewis to serve clients of demographics that are historically unadvised or under-advised. Lewis is the daughter of Reginald Lewis, who built the first Black-owned billion-dollar company in TLC Beatrice International.

“The hedge fund model has been shocked in the last few years,” CIO Meredith Bowen told With Intelligence. “We believe this creates opportunities to invest with portfolio managers who have honed their process and learned from their mistakes and could lead to successful investments in this space over the next cycle and decade.”

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New MFO eyeing a range of private credit strategies

Multi-family office Beatrice Advisors, which launched in June, is evaluating a range of private credit strategies on behalf of tax sensitive high- and ultra-high net worth investors.

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New York MFO looking at US lower mid-market PE, VC

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