Views from the Harbor (Episode 5)
On this week’s episode of “Views from the Harbor”, Spenser Lerner speaks to Bob Elliott, Co-Founder, CEO and CIO of Unlimited Funds, who’s company uses machine learning to create index replication ETFs of 2&20 style alternative investments like hedge funds, venture capital and private equity.
The views expressed herein are those of Bob Elliott and Harbor Capital Advisors, Inc. investment professionals on or about December 13, 2022.
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Performance data shown represents past performance and is no guarantee of future results. Investing entails risks and there can be no assurance that any investment will achieve profits or avoid incurring losses.
The views expressed herein are those of Harbor Capital Advisors investment professionals on or about 12/13/2022. These views are subject to change at any time based upon market or other conditions, and the author/s disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions are based on many factors, may not be relied upon as an indication of trading intent or recommendation to buy or sell a particular security. The discussion herein is general in nature and is provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Past performance is no guarantee of future results.
Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. Investing in international and emerging markets poses special risks, including potentially greater price volatility due to social, political, and economic factors, as well as currency exchange rate fluctuations. These risks are more severe for securities of issuers in emerging market regions. Fixed income investments are affected by interest rate changes and the creditworthiness of the issues held. As interest rates rise, the values of fixed income securities are likely to decrease and reduce the value of the security. High-yield investing poses additional credit risk related to lower-rated bonds. Although inflation protected securities seek to provide inflation protection, their prices may decline when interest rates rise and vice versa. There are special risks associated with an investment in Real Estate Investment Trusts (REITs) which may include credit risk, interest rate fluctuations and the impact of varied economic conditions. Commodities Risk – The value of commodities investments will generally be affected by overall market movements and factors specific to a particular industry or commodity including weather, embargoes, tariffs, or health, political, international, and regulatory developments. Diversification does not assure a profit or protect against loss in a declining market.
Indices listed are unmanaged and do not reflect fees and expenses and are not available for direct investment.
Harbor Capital and its associates do not provide legal or tax advice.