Hatch & Optimus Sign Agreement

2012-02-22T15:23:00.000-08:00

Today we are pleased to announce that Hatch Alternative Investments Inc. has signed an agreement to raise capital for Optimus US Real Estate Fund (Optimus).

Existing investors may be familiar with the company as we have been close to Optimus since its inception, with early investors joining back in 2009 when the US real estate collapse was just underway. We are excited about the timing of our latest agreement and look forward to bringing our investors an opportunity that has truly grown larger before our eyes.

No fairytale endings.

2012-02-20T10:47:00.001-08:00

In the past week I have provided commentary to the media on alternative assets twice. That's surprising since all has been quiet on this narrow piece of the financial front since mid-2008. Does it mean that something is brewing in the alternative asset space?

Fundamental and technical analysis trends point to alternative investments becoming the asset allocation strategy for 2012 and beyond.

Why is this happening - it sounds too good to be true. Almost a fairytale for those of us in the frozen wasteland that has been exempt securities in Canada since the credit crisis sprang from this past recession's banking failures and the cascading investment collapses that littered our alternative space.

The US Fed has once again created a perfect storm for another difficult, hard to price asset class. But this time it isn't mortgage backed securities, collateral debt obligations, derivatives of one sort or another. These assets are not held by highly levered banks either, the coming bubble may in fact be the alternative asset class itself.

With a languishing stock market starving from missing consumers and pensive investors, debt markets still hogtied from TARP lending policies and borrowers unable to buy or build their next home. The refuge of fearful capital has been looking hard for safe harbor. It certainly isn't in government bonds thanks to Goldilocks Bernanke and his too hard too soft monetary policy. The refuge may be alternative assets with their fundamental pricing, lack of liquidity, and higher risk return characteristics. A perfect storm in a perfect fairy tale with a potentially terrible ending.

There is a knight somewhere on the horizon. You will recognize him by his armor made of reasonable analysis, lack of irrational exuberance and a dead serious view of the market.

Moonshots

Hatch & Optimus Sign Agreement

No fairytale endings.