Lucia Capital Management, the San Diego-based investment adviser, announced the September 2015 distribution of its interval fund, The Multi-Strategy Growth & Income Fund.Read more
Posts written by Multi-Strategy Growth & Income Fund
Lucia Capital Management, the San Diego-based investment adviser, announced the August 2015 distribution of its interval fund, The Multi-Strategy Growth & Income Fund.Read more
Portfolio holdings are subject to change and should not be considered investment advice. 2478-NLD-9/2/2015Read more
Interval funds offer investors the ability to invest daily and redeem their investment on an interval basis, typically quarterly, through the fund’s tender offer program. What are the benefits and who should consider of investing in interval funds?
Portfolio holdings are subject to change and should not be considered investment advice. 2429-NLD-8/3/2015Read more
After many years of a low interest rate environment in the U.S., the market has been weaning itself away from asset classes that have been bid up to very high valuations (relative to historical levels) in the search for reasonable yield. In our view, higher yields were traded, almost blindly, for higher risk—lower credit quality, longer maturities, subordination, etc. With continued strong indications by the Fed, the market has begun to adjust for a higher rate environment, and these assets classes need to be (and are being) repriced.
Lucia Capital Management, an institutional money manager specializing in managing a diversified portfolio of multi-sector alternative investments, today announced that its flagship fund, the Multi-Strategy Growth & Income Fund has completed its $25 million proprietary investment in the Collins Masters Access Fund.Read more
A distinct fund providing access for retail investors to diversified portfolio of income-generating alternative assets positioned for further adoption by distribution platforms nationwide.Read more
FOR IMMEDIATE RELEASE May 1, 2014 – Today, the Multi-Strategy Growth & Income Fund (NASDAQ: MSFDX, “the Fund”) announced several major, recent accomplishments: 1) Two Year Anniversary: As of February 28, 2014, the Fund completed its second fiscal year and had net assets under management equal to $129,314,925. The Fund has distributed a total of $738,402… Read more »Read more
FOR IMMEDIATE RELEASE April 1, 2014 – RJL Capital Management, LLC, the San Diego-based investment adviser, announced the latest monthly distribution of its interval fund[i], the Multi-Strategy Growth & Income Fund (NASDAQ: MSFDX, “the Fund”). The Fund’s board of directors declared a monthly dividend in the amount of $0.0713 per share that was paid ex-dividend[ii] on March… Read more »Read more