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Home » Our Latest Think Pieces and News » Our November Newsletter
November 29, 2022

By: admin

Our November Newsletter

KEY HIGHLIGHTS

The underlying investment thesis for our Alternative Yield strategy, which is designed to serve as a replacement for Fixed Income in an investment portfolio, was further validated this month. All share classes delivered positive returns in September.

The Fund is currently open to new investors.  Please contact us for more information.

OVERVIEW
Heirloom’s flagship Alternative Yield Fund is based on a portfolio of asset-backed and/or income-producing investments that provide a strong hedge against inflation and market turmoil.The fund is available under two share classes:
Alternative Yield: A traditional fund structure with management and performance fees.
Fixed Return (USD or EUR): A highly-aligned structure with no management fees and with Manager-owned Loss Absorption Shares to stabilize monthly returns and offer added investor protection.

 ALTERNATIVE YIELD FUND PERFORMANCE
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Heirloom’s founder and Chief Investment Officer Geoff Dover was shortlisted as one of the “Top 10 CIOs of 2022” by CLF Magazine.  Many congratulations to Geoff!
We are pleased to introduce new co-investment opportunities focused on the Litigation Finance space.  These opportunities focus on lower-risk claims and short decision timeframes in reliable European jurisdictions.
Find more details in the Co-Investment section later in this newsletter.  
UPDATE FROM HEIRLOOM’S PRESIDENT
“September was a strong month for our Fund despite the volatility in the wider market. Our focus on asset-backed and/or income-producing assets helped our flagship fund, the Heirloom Alternative Yield Fund, to continue to outperform our investable benchmarks.

Our strategies are designed to perform well in a negative-real yield environment and we remain on track to deliver this.   Though we expect higher volatility to continue for the next 6 months which may cause some ups and downs for the Fund along the way,  we are confident about positive, reliable fixed returns on a medium-term basis.

A quick mention about interest rates and inflation – two of the hottest topics in economic circles right now. There’s plenty of uncertainty on these factors but we believe the most likely outcome is that interest rates remain negative on a real-basis.

Put simply, we expect most developed nations to keep policy rates below the rate of inflation for a little while longer. That helps them reduce their debt burden over time.  While some investors would invest in gold in such an environment, we prefer income-earning hard assets.

If you’d like to discuss this thesis about negative real rates further, or the focus of our Fund, please feel free to reach out to me.”

Sincerely,
Geoff Dover

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CO-INVESTMENT OPPORTUNITY

One way we build trust and add value to our investors and network is allowing them to co-invest with us in certain transactions.

We currently have two co-investment opportunities in the Litigation Finance sector.

The first involves a co-investment in a contractual dispute currently being litigated in the European courts regarding the early termination of a distributorship.

As compared to other litigation funding opportunities, we believe this is lower-risk due to a very strong case on at least earning capital back, a very strong preliminary judgement in favour of the Plaintiff,  the defense being known and containing no “smoking gun”, and the collection being assured via security already being posted by Defendant.

Target returns for co-investors range from 23% to 370% within 1 year.

The second current co-investment opportunity involves litigation funding Consumer Protection cases in the UK. These so-called “fast track” cases are small (£5-25k funded by us) cases backed by strong case law. Examples include a bank miscalculating interest on credit cards where the plaintiff must just prove it had a card and was charged interest.

Co-investors earn a target 12% yield, paid quarterly, for preferred equity in the investment vehicle. Up to 25% can be redeemed per quarter on one quarter’s notice.

If you would like to be included in this co-investment opportunity or receive more timely updates on other co-investment opportunities, please email us at investors@heirloominvesting.com.

RECENT LINKEDIN ACTIVITY
Interest Rates have rarely gone up this much this quickly. The Fed’s transmission mechanism is the capital market, which is why it could take several months for the impact of this rapid rate hike to become fully apparent.

Tangible assets with robust cash flow should perform better in such an environment. This is why Heirloom continues to focus on our flagship #AlternativeYield strategy, which has surpassed its targets even in this volatile market.

Institutional investors are pivoting away from traditional fixed income to alternative assets and #AlternativeYield.

Stocks and bonds have difficulty comparing with niche real estate, structured credit, litigation finance and private debt in this environment.

We are pleased that our #AlternativeYield fund continues to perform well even in this volatile market.

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ABOUT HEIRLOOM
Heirloom is a boutique investment manager specializing in “niche alternatives” that would be beneficial to most portfolios but that are difficult to access for individual investors or more mass-focused private banks and investment consultants.
DISCLAIMER

This document (“Document”) is communicated to you by Heirloom Holdings or one of its subsidiaries (“Heirloom”). The Document is directed to professional clients only and financial products and/or services to which the Document relates will only be made available to professional clients and not to retail clients. This Document does not constitute an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction, and may not be relied upon in connection with any offer or sale. Under no circumstances should this Document be construed as an offering memorandum. Products and services offered by Heirloom are not available for purchase except where explicitly permitted by law. 

IMPORTANT INFORMATION:  The performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate and thus an investor ‘s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than return data quoted herein.
Neither the sender of this report nor the sender’s third party vendors and data providers make any representations or warranties of any kind with respect to the subject matter herein, whether express or implied. The foregoing parties expressly disclaim any warranties of merchantability, fitness for a particular purpose, accuracy, completeness or noninfringement with respect to the subject matter herein.
The information contained in this consolidated investment summary is not the official record any investment account(s).  The office records may be different than what is outlined here.  This information should not be relied on in any capacity.  It has been prepared for informational purposes only and is not a solicitation by or for a purchase or sale of any securities or other financial instrument.
Values of assets “held away” from – are manually entered based on the information from current statement(s) provided by the respective Fund(s ) or the management of  the Alternative Investment. If there are any discrepancies between this consolidated investment summary report and individual account statement(s), individual account statements as provided by the Fund, or the management of the Alternative Investment, should be the ones relied upon.
All information contained in the Document is confidential and may not be copied, reproduced, distributed or communicated to a third party without the express prior written consent of Heirloom. The information contained in this Document is subject to change without notice.

PAST PERFORMANCE MAY NOT BE REPEATED. Investment funds can involve significant risks and the value of an investment may go down as well as up. There is no guarantee of trading performance. Certain performance information is based on estimates of Heirloom or the underlying manager. The Fund is intended for qualified investors who can accept the risks associated with such an investment.  Performance data from certain market indices is provided for information purposes only; a comparison of the Fund’s performance to such market indices is of limited use because the Fund’s portfolio may contain among other things, options and other securities, and may employ leverage, not found in a market index.    

Copyright © *2022. Heirloom Holdings. All rights reserved.
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