Jon Harris is a leader in the alternative investment management industry, bringing decades of experience in private equity, hedge funds, venture capital and real estate. As founder of Harris myCFO, he provides ultra high net worth clients innovative alternative investment solutions to diversify portfolios and generate attractive risk-adjusted returns. This article explores Harris’ investment philosophy and proven strategies in alternative investments.
The value of alternative investments for portfolio diversification
Alternative investments like private equity, hedge funds and real estate can provide important diversification benefits for portfolios heavily weighted in stocks and bonds. Harris utilizes alternative asset classes to reduce overall portfolio volatility and risk while improving returns. His approach combines rigorous due diligence, portfolio optimization algorithms and access to top-tier alternative managers.
Expertise in private equity investment selection
With deep experience across the private equity sector, Harris identifies top-performing private equity funds for clients. He examines factors like manager track record, investment strategy, fees and partnership terms to construct customized private equity portfolios. Harris leverages his industry connections to access elite private equity funds closed to most investors.
Hedge fund manager selection and monitoring
Harris and his team conduct exhaustive due diligence on hedge fund managers across strategies like long/short equity, credit, macro and relative value. They analyze manager skill, risk management and performance over full market cycles. Ongoing hedge fund monitoring lets Harris shift capital to outperforming managers, enhancing returns. He avoids overpriced, underperforming managers.
Portfolio optimization combining alternative investments
Leveraging sophisticated analytical tools, Harris constructs optimal alternative investment portfolios specific to each client’s objectives and risk tolerance. His asset allocation expertise distills complex alternative fund options into concentrated portfolios of top-tier managers. Tactical adjustments enhance upside and manage alternative investment risks over time.
Through his deep alternative investment expertise, Jon Harris delivers customized portfolios providing attractive returns uncorrelated to traditional markets. His specialized manager selection and portfolio optimization techniques in private equity, hedge funds and other alternative assets can improve portfolio diversification and risk-adjusted returns.