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What is a Hedge Fund?

A hedge fund is an investment company structured as a private partnership that typically invests money for sophisticated investors with the goal of maximizing returns or minimizing risk, while adding diversification to an overall portfolio. Hedge funds generally have greater latitude than a mutual fund to invest in a variety of strategies that the fund…

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What is a Distribution?

Each year, a mutual fund is required to pass through essentially all income earned (dividends) and capital gains to shareholders, after the expenses of running the fund are paid. Capital gains distributions are normally paid at the end of a calendar year, whereas income distributions are normally paid on a monthly or quarterly basis. Distributions…

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What is a Dividend?

A dividend is a payment to shareholders made by a company from its profits or cash reserves. In fact, the word comes from the Latin, dividendum, meaning thing to be divided. Dividends can be received either in cash or shares or stock, paid quarterly, semi-annually, annually or sometimes monthly. However, dividends are dependent on the…

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What is Liquidity?

Simply, liquidity is the concept of how easily an asset or security can be converted into cash without losing its value. As you might expect, cash is the most liquid asset. On the other end of the spectrum, real estate can be the most illiquid asset given the amount of time involved in selling and…

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