LUXEMBOURG–(WiredPRNews.com ) — In response to growing demands for market neutral investment options, Carlisle Management has launched two new life settlement funds: Peninsula Long Term Growth Fund and Peninsula Opportunistic Fund. These new breeds of funds are designed to address valuation, mortality and liquidity concerns that continue to affect existing fund structures in the asset class. The funds are aimed at providing investors with access to maximum diversification strategies based on U.S. life insurance products.
Carlisle’s Chief Operating Officer Tim Mol observed, “In the wake of the recent market turmoil, investors are seeking true minimally-correlated investment strategies. We believe life settlements provide institutional investors access with the right risk and yield environment.” Unlike traditional equities and derivative based strategies, life settlements provide minimally-correlated returns, limited credit risk and an early market entry point. It is important we provide a differentiation in fund choice within the life settlement asset class to match the investment strategy and risk profile of our clients. The Peninsula Funds will invest in two core strategies: Peninsula Long Term Growth, selective buy and hold, and Peninsula Opportunistic Fund, portfolio active trading. The team has over 30 years of managing life settlement investment strategies, and will blend a robust quantitative framework with a qualitative appraisal of the secondary insurance markets.
Peninsula Funds were formed in response to institutional investors seeking a more sophisticated and regulated market entry point into the asset class. “We believe there has been a fundamental misunderstanding of the asset class. The Peninsula Life Settlement Funds are designed from the ground up to address the many challenges mortality based funds have been struggling with. We provide strategic investment solutions with a framework that is unmatched within the secondary market for life insurance,” said Tim. Life settlements represent about a $15billion annual secondary market for life insurance policies. This combined with a trend of a booming senior population within the United States is projected to grow exponentially.
Elaborating on today’s announcement, Jose Garcia, Carlisle’s Chief Executive Officer, said: “Our commitment to this sector is reflected by a first class team of the industry’s leading experts in sourcing, structuring, analysis, distribution and trading of this asset class. Through the use of new cutting edge tools both in the investment process and valuation techniques: The Peninsula Life Settlement Funds provide class leading models and protocols that allow us to outperform consistently, and bring some much needed accuracy to the asset valuation process within the Life Settlement industry.”
About Carlisle Management Company S.C.A.
Carlisle Management Company S.C.A (CMG) is a Luxembourg based fund management firm that is focused on the United Stated secondary life insurance market known as life settlements. Carlisle Management Company also specializes in alternative asset strategy consulting and portfolio development.Press inquiries:
VP of Operations
+352.2220.127.116.11 Carlisle Management Company
9, Rue Sainte Zithe
L-2763 Luxembourg Tel: +352.621.255.513
Fax:+352 26 383 615
Email: [email protected]