Build Better
Investment Portfolios
with performance-focused private investment solutions.

Performance-focused solutions.

At Hatteras, our single mission is to strengthen the relationship between the Advisor and the Investor through performance-focused private investment solutions designed to help build more robust and resilient portfolios.

Since 2003, we have been committed to helping you produce better outcomes. With a simplified and streamlined process for implementing alternatives, you are able to construct a more efficient, highly-diversified portfolio. One that takes inspiration from the university endowment programs that have become some of the most successful institutional investors over the last 30 years largely because of their asset allocation model.

As Advisors we couldn’t find what we needed, so we built it.

We believe in giving Advisors the means to help clients with less than $50 million to invest more like those with $100–$300 million.

As an Advisor, we searched for an easy-to-use investment with a quarterly liquidity structure that investors could access without jumping through hoops, dealing with unnecessary complications, and running into barriers–but it didn’t exist. So, we built it. However, our work is never done. We reflected on recommendations advisors have shared with us on aspects we should improve.

Now, we’ve made it better.

Whether it’s a private equity investment fund, our process, our methods, or our materials–we challenge ourselves every day to make it better, so you can offer clients the potential for enhanced returns, reduced volatility and greater diversification opportunities with potentially less risk.

¹Past performance does not guarantee future results and current performance may be lower or higher than the figures shown. The principal value of the Fund will fluctuate so that an investor’s units, when redeemed, may be worth more or less than the original cost. Returns are net of all expenses of the Fund, including the management fee and incentive allocations, and reflect reinvestment of all distributions, if applicable. Returns do not reflect payment of any sales charge, or early redemption fees, which would reduce returns shown above. To obtain performance information current to the most recent month-end, please call 866.388.6292. Please see the current Prospectus for detailed information regarding the expenses of the Fund.