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Ultrawealthy pile into private equity, hold line on stocks, cashLawrence Delevingne | @ldelevingneMonday, 28 Jul 2014 | 7:00 AM ETClick here to watch video. The rich are increasingly enamored with private equity investing, but their rising allocation to PE funds doesn’t mean they’re cutting back on stock or cash allocations, according to a new survey of ultrawealthy investors by Tig...

Weekly Intelligence For MLP InvestorsJul. 5, 2014 2:56 AM ETSummary Alerian MLP index loses 0.32% for the week while S&P 500 sets record high with 1.25% gain. With the close of Q2, investors start looking towards earnings season with one-third of MLPs and related companies reporting in the second half of July. Tiger 21 Investment group suggests accredited investors are allocating 5% to...

Wealthy Investors Stick to Hedge Funds Even With 3.4% ReturnsBy Alexis Leondis – Sep 7, 2011Almost half of Leslie Quick’s personal portfolio is dedicated to hedge funds, a position he’s increased this year even asthe lightly regulated asset pools have returned less than 4 percent.”I think we’re coming into a period where stock picking will be richly rewarded after ...

Tiger 21 Investors Voice Investment ConcernsMembers cite ‚Äòpolitical risk, inflation, deflation’ as important risksBY KATHLEEN MCBRIDE, ADVISORONENovember 15, 2010Members of the ultra-high-net-worth (UHNW) peer group Tiger 21 are “concerned about the economy/investment climate” according to an announcement from the group.Tiger 21 members are known for their ...

THE NEW YORK TIMES, SATURDAY, APRIL 17, 2010After Strong Year for Hedge Funds, Investors ReturnBy PAUL SULLIVANWHILE the stock market was surging back last year, so, too,were hedge funds.This recovery may anger the average investor who equateshedge funds with the bad deeds of Wall Street. And the funds’quick return may surprise sophisticated investors who are stillsmarting from the money ...

Featured in April 2009THE MILLIONAIRES’ CIRCLEWhat goes on behind the closed doors of the super-elite investment group TIGER 21?BY CYNTHIA COULOSON PHOTOGRAPHS BY DIANE BONDAREFFIN VIEW OF THE CURRENT ECONOMIC CRISISand stock market losses, most investors who used tofocus on increasing their capital would be happy nowto simply hold on to it. Ten years ago, a man who’dmade a fortune ...

Millionaires list favourite fund managersBy Svea Herbst-BaylissBOSTON | Wed Nov 9, 2011 7:02am EST(Reuters) – Hedge fund managers Paul Singer, Robert Zoellner, Kyle Bass and IsraelEnglander are among the handful of people millionaires trust with their riches.Norman Miller, Richard Dowdle, David Einhorn, Andreas Halvorsen and John Paulson — whose superstarreputation looks intact even...

Millionaires Added U.S. Stocks In Last Year As Crowd FledBy By Margaret Collins – Jul 19, 2012 12:01 AM ETMillionaires added U.S. stocks more than any other asset in the latest year as average investors fled to bonds, accordingto a survey by Fidelity Investments.Twenty percent of the 1,020 households surveyed said they bought individual domestic equities in the 12 monthsended in March, th...

EXPERT’S PODIUMWealthy ‚ÄòTIGERs’ look bullish on stocks, economic upturnThane StennerPublished on Tuesday, October 12, 2012Every quarter I review asset allocation updates from over 200 U.S. and Canadian TIGER 21 members. These reportsoutline how members’ portfolios are allocated to broader market categories, and provide a high-level overview ofwhat the wealt...

Rich Choose ETF Over Buffett’s Berkshire in Indexing GainBy Margaret Collins – Oct 26, 2012 U.S. millionaires would rather match the stock market through an exchange-traded index fund than try to beat it usinghigher-fee hedge funds or billionaire Warren Buffett’s holding company Berkshire (BRK/A) Hathaway Inc.The SPDR S&P 500 ETF Trust (SPY) surged to the No. 2 stock pick ...

Ultra-Wealthy Bullish on Equities, For NowBy Tom StabileJanuary 30, 2013Ultra-high-net-worth investors were still favoring equities to kick off 2013, but that bullish approach may not last thewhole year. That’s according to new research from TIGER 21, a network of wealthy investors, and a report fromSpectrem Group, a research consultancy.TIGER 21 members lifted their equity allocations th...

PENTAWEDNESDAY, JANUARY 30, 2013 Where the Rich are Investing NowMore than ever, it seems, the rich are following the dictum of mutual-fund legend Peter Lynch: “Invest in whatyou know.” They are increasingly using the industry insights they gleaned while building businesses to makemajor private-equity investments, according to a report from TIGER 21, a network of ultra-high-net-wort...