Our investment strategies help you navigate today's market effectively
As careful stewards of capital, we manage your investments with trust and performance in all market conditions
We help you seize opportunities that can enhance returns and capital preservation for the long term
¹There can be no assurance that past performance or success of any such professional serves as an indicator of the Fund’s success.
Invest in businesses or real assets—we'll help you navigate the next market cycle
Building a financial foundation secures retirement for people who rely on strategic investments and long-term planning for stability
Every dollar works when you invest across industries, real estate, and markets. Diversification strengthens portfolios which remains key element for institutional investor
BlueCrown helps institutional investors achieve financial goals while driving lasting impact
Whether you’re building, preserving, or generating wealth, investing today for future generations prepares you more than ever
Manage retirement savings for over 100 million retirees, including teachers, firefighters, nurses, and others
Invest employee contributions to provide reliable income during their retirement years
Continue the mission you’re set to do, generate income for grants, scholarships, and other charitable activities
BlueCrown provides healthcare providers with the resources to deliver quality care and develop life-saving medicines through customized solutions across asset classes
We help insurance companies protect people and meet obligations through innovation, investment, and retirement security
BlueCrown partners with investment consultants to improve performance, solve problems, and achieve their goals in any market environment
¹For illustrative purposes only. Source: Burgiss, Bloomberg as of 6/30/23. Private Equity data sourced from the Burgiss Private Equity Manager Universe spanning from 7/1/03 to 6/30/23. Quarterly time-weighted returns are reflected in Burgiss data. This data is derived from limited partners of private funds, accounting for fees and carried interest, and is regularly updated and published quarterly. Investing directly in an unmanaged index is not feasible. Private market information often depends on self-reporting by managers, potentially resulting in survivorship bias due to managers' discretion in reporting or discontinuation for various reasons such as liquidation. Thus, private market data may skew towards funds with established success records. This information is provided with the understanding that it does not constitute: (i) an offer, solicitation, or recommendation to invest in any specific investment in any jurisdiction; (ii) a method through which such investments can be offered or sold; or (iii) advice or an indication of BlueCrown's perspective on the suitability of a particular investment for your financial goals. Past performance is not indicative of future results.
We’re committed to helping every institution experience the transformational power of investing. Our investment managers will help you find the best investment solution and bring your vision to life
Disclosure
Investing involves risk, including possible loss of principal. Past performance or success of any professional does not guarantee future results for the Fund.
Before investing, carefully consider the fund’s objectives, target, risks, fees, and expenses. Prospective investors should consult with a tax, legal, and/or financial adviser before making any investment decision.
The strategies presented are for educational and illustrative purposes only and should not be considered as a recommendation, offer, or solicitation to buy or sell securities or adopt any specific investment approach. No assurance is given regarding the effectiveness of the discussed strategies, and actual results may vary. It is crucial for individuals to exercise caution, conduct thorough research, and seek professional advice before making any investment decisions.
Diversification, while a useful strategy, does not guarantee investment returns and does not eliminate the risk of loss. Spreading investments across various options and asset classes may aid in reducing overall volatility.
Real estate investment trusts (“REITs”) are subject to changes in economic conditions, credit risk, and interest rate fluctuations.
Participation in all investments is limited to a specific number of investors with a minimum capital requirement to uphold exceptional service standards. Such stringent criteria naturally limit our capacity. Consequently, the availability of participation in investment funds is restricted and limited. To learn more about the availability to participate in specific investment products, contact your financial advisor to learn more about BlueCrown’s funds.
Payments to Broker/Dealers and Other Financial Intermediaries
Certain fees may apply from your financial institution for providing services to the overall fund and program. These payments may create a conflict of interest by influencing the Financial Intermediary and your individual financial professional to recommend the Fund over another investment. Ask your individual financial professional or visit your Financial Intermediary’s website for more information.
Important Information
The information provided on this website is intended for informational purposes only and should not be considered investment advice, a recommendation, or an offer or solicitation to buy or sell any securities, funds, or strategies in any jurisdiction where such actions would violate the securities laws. The opinions expressed are current as of January 2024 and may be subject to change without notice. Readers are advised to use their discretion when relying on the information provided on this website. It is important to recognize that investing involves risks.