Alex Barr, senior portfolio manager for Henderson Alternatives Strategies Trust, discusses where he and the team are finding opportunities within the global alternatives markets; in particular new opportunities in intellectual property. Alex also outlines the Trust’s portfolio breakdown and the teams’ strategy for narrowing the discount.
• First of all, what can you tell us about the global alternatives market over the past few months; where are you finding opportunities?
• The Trust has a very broad mandate; how would you break the portfolio down in terms of the weightings and exposures for someone that wasn’t familiar with the Trust?
• The Trust has been trading at a pretty large discount for some time; are the management team concerned with narrowing the discount? (and how?)