Alternatives

These funds typically invest in tangible assets that derive their value from their substance and physical properties. Real assets include real estate, public and private infrastructure, natural resources, precious metals, and commodities.

Investors looking to add a broad real asset allocation to their private market portfolio and gain access to key market sectors, including energy, power, infrastructure, and natural resources, turn to Ledgers Asset. Real assets also serve as a crucial portfolio diversifier, as they tend to respond to different economic conditions than other private asset classes. The performance of real assets, for example, has been positively correlated with inflation, which has made them an effective hedge during periods when prices have risen.

We are one of the world's largest infrastructure investors, owning and operating assets across the utilities, transport, energy, and data infrastructure sectors. Our portfolio, grounded in 7 years of investment experience, provides diversified exposure to scarce, high-quality businesses with significant barriers to entry. We invest in infrastructure assets that deliver essential goods and services, from the movement of passengers and freight over toll roads and rail networks to the distribution of energy and other products through ports and pipelines, and much more.

Since 2016, Ledgers Asset has distinguished our expertise as a leader in cross-sector collaboration spanning consumer, health care, technology, industrials, and regulatory policy verticals to offer the most comprehensive analysis of the global cannabis industry available on Wall Street.

• Our Ahead of the Curve Cannabis coverage provides analysis of US and global market opportunities, Canada's legalisation of adult-use sales, the CBD market, the expansion of international markets, the proliferation of consumer brands, and novel form factors.
• Our technical analysts, traders, options specialists, and beyond share insights highlight market flows, indicators, credit updates, and other noteworthy developments impacting the performance of cannabis industry securities through our Harvesting Gains trading desk commentary.

Who we are

Ledgers Asset's commodities team seeks to generate alpha through directional and relative value strategies across both physical and financial commodities markets. We evaluate opportunities in natural gas, power, crude, refined products, and agriculture, primarily in North America and Europe.

How we do it

Ledgers Asset uses fundamental research, proprietary analytical methodologies, and quantitative analysis to drive our views. We join these techniques with an intense focus on understanding each market we trade, reflected in our ability to generate supply and demand balances for each commodity or product. A key part of this process is the advanced technology platform that allows us to quickly and deeply understand patterns within a market or product, conduct scenario analysis, and improve the overall accuracy of our views.

Who we are

Ledgers Asset's credit team seeks to generate alpha by focusing on the relationships that connect corporate bonds, convertible bonds, bank debt, credit derivatives, credit indices, and equities.

How we do it

Operating primarily across the U.S. and European corporate universes, the group's core strategies integrate structural, statistical, and fundamental approaches to investing across the corporate capital structure.

Also referred to as alternative strategies, these investment strategies use both long and short positions in markets and securities as well as derivatives in an attempt to minimise market beta returns while seeking alpha and risk-adjusted returns. Some of the most common strategies are long and short equity, global macro, relative value, and credit.

Private equity funds typically invest in equity capital that is not quoted on a public exchange. Instead, the funds take direct ownership positions in private companies, which potentially may provide above-market returns and control of the investment, at the risk of reduced liquidity and diversification.

When you select Ledgers Asset to manage institutional assets, you will discover why we've earned a reputation for solid performance and equally solid relationships. Our stable ownership and strong balance sheet allow us to think long-term, while our dynamic culture inspires long tenures and deep institutional knowledge. And, above all, our high rate of client retention demonstrates that we not only say what we do, but we also do what we say.

Ledgers Asset Finance offers a broad array of professional services and access to the global foreign exchange markets for commercial and institutional clients. execution and clearing services for virtually all tradable currency pairs and derivative instruments.

Currency pair trading, also known as FX or forex (foreign exchange), enables traders to take advantage of increases and decreases in a currency's value. The foreign exchange market is the most liquid in the world, with a daily trading volume of over $5 trillion. We are specialists in leveraged trading, giving you the potential to generate financial returns on both rising and falling prices across the FX market. Whether you're an experienced trader or completely new to it, we're here to help you find freedom in the financial markets.

What is foreign exchange?

Forex, or foreign exchange, can be explained as a network of buyers and sellers who transfer currency between each other at an agreed price. It is how individuals, companies, and central banks convert one currency into another. If you have ever travelled abroad, then it is likely you have made a forex transaction.

Ledgers Asset offers a variety of cryptocurrencies that can be traded in many different currencies. We offer pairings with the following cryptocurrencies: Bitcoin, Litecoin, Ripple, TRON, Ethereum, and many others. Study cryptocurrency price charts with Ledgers Asset

Investing vs. trading cryptocurrency There are two options when trading in the cryptocurrency market. You can buy actual cryptocurrency on exchanges, where you own the underlying asset. This is considered a long-term investment, as you are waiting for the price to rise significantly before selling.

Our comprehensive approach to private wealth management will help you and your family enjoy your wealth today and for generations to come.

FINANCIAL THOUGHT LEADERS, ON YOUR TEAM

When major market movements happen, our Wealth Management Investment Team is called upon by national news and media outlets to provide their expertise. Our Private Client Group advisors work with them, including our Chief Investment Strategist, Brent Schutte, to bring their insights and philosophy into your portfolio.

Every great financial plan should begin with the plans you have for your life. So we start by understanding your vision, values, and evolving goals before recommending anything. We then design a comprehensive plan that combines advanced investment and risk management strategies, allowing you to invest even more confidently.