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How a Small “Alternative” Allocation Can Have a Big Performance Impact
Many investors prefer the long-term predictability and consistent results of conservative stock and mutual fund investments. But even a small allocation to “alternatives” can yield a big performance impact. Sometimes just steering 10% or 15% of your portfolio to a high-quality, proven alternative investment can increase your overall portfolio performance by 25% to 45% while maintaining a conservative risk profile. At this session, you’ll learn how that’s possible—and better understand the gains that can be generated from alternatives.
Scott Gerhardt joined 23 Restaurant Services in 2023 as the director of investor relations. He has been investing in hospitality for over 12 years; 10 of those years with 23 Restaurant concepts. Mr. Gerhardt develops investment strategy, raises growth capital, and enhances investor belief in the company’s vision. He has extensive background and knowledge to strategically support 23 Restaurant Services’ expansion plans.
