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Sponsored: Moving Beyond 60/40 with Private Equity

Triton Pacific Securities’ latest white paper explores how quick service restaurants may benefit an alternative investment portfolio.

Triton Pacific Securities’ latest white paper explores how quick service restaurants may benefit an alternative investment portfolio.

Today, many investors are moving away from the traditional 60/40 model of investing and, instead, moving toward the more modern endowment model. By focusing on diversification and assets with limited liquidity, such as private equity, and accepting a certain level of risk, investors have the potential to achieve higher performance with lower volatility. While there are many assets that can be considered for an endowment model portfolio, one that investors may overlook is quick service restaurants (“QSR”).

Triton Pacific Securities’ latest white paper examines many of the traits and potential benefits which may make QSRs an attractive addition to an endowment model portfolio. Some of the topics discussed include:

  • 60/40 Model vs Endowment Model Portfolios
  • The Potential Benefits of QSRs
  • How COVID Actually Benefitted QSRs
  • QSRs Resilience During Volatile Markets
  • How QSRs May Work in an Endowment Model Portfolio

Click here to access the paper.

 

For more Triton Pacific Securities news, visit their directory page.

Triton Pacific Securities is a sponsor of The DI Wire, and the article was published as part of their standard directory sponsorship package. The views expressed in the article are those of the author and are not necessarily shared by The DI Wire.