Massif Capital: The Case For An Allocation To Real Assets

The diversification and inflation protection offered by real assets make them a valuable component of broader portfolios. Paradigm shifts within real asset industries also create new opportunities for investors. In a Q&A, Massif Capital portfolio managers explain the benefits of real assets, the role real asset industries will play in the transition to a low-carbon economy, and the ways a long-short strategy can capitalize on the shakeout from this transition.Q2 2020 hedge fund letters, conferences and moreThe Q&A addresses important concepts around:Why the current market environment calls for…

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HEDGE accordingly