Due Diligence Archives - Fundopedia

Alternative Investments…

Investment Strategy Under AI Disruption: Fundopedia’s Framework for Navigating the Biggest Capital Cycle of the Digital Era

19 Feb 2026February 19, 2026

AI disruption is often described as a “technology wave.” That framing is too small. What’s unfolding is a re-pricing of time, labor, and competitive advantage across most sectors—and a reallocation…

Alternative Investments…

Evaluating Gas Companies: Metrics That Matter

3 Dec 2025December 3, 2025

The natural gas sector continues to be viewed as a transition fuel—cleaner than coal and oil—and plays a key role in enabling renewable integration through flexible baseload support. It remains…

Asset Allocation…

Investing in Facilities Services: Fundopedia’s Research Framework

22 Oct 2025October 22, 2025

We have been allocating assets to the commercial and facilities services sector over the past few years. This sector encompasses outsourced services for commercial buildings and infrastructure, with key business…

Alternative Investments…

Top BDCs: Comparing Dividend Yields and Credit Quality

A Business Development Company (BDC) is a closed-end investment vehicle established by the U.S. Congress in 1980 to enhance capital access for small and mid-sized businesses. Structure: Public or Private…

Alternative Investments…

Unlocking Profit in Sports: Investment Strategies Revealed

11 Apr 2025April 13, 2025

Sports investing has seen significant growth in recent years as franchises, leagues, media rights, and brand-driven businesses (such as sports apparel and streaming) increase in value. What was once limited…

Alternative Investments…

Alternative Credit Strategies

6 Mar 2024September 19, 2024

Alternative credit strategies refer to non-traditional lending and credit investment forms that go beyond standard market instruments like public corporate bonds or government securities. These strategies often aim to generate…

Capital Market…

501(c)(3) Organizations and Investment Implications

16 Feb 2024September 19, 2024

A 501(c)(3) is a portion of the US Internal Revenue Code that allows nonprofit organizations to be federally tax-exempt. Organizations that are organized and operated for certain purposes and meet…

Due Diligence…

A Stable-Growth Environment: Value is Likely to Perform Better

For many value-oriented investors, the last five years have been a challenging period given an elevated macroeconomic risk and bouts of volatility, backdrop of the low growth and structural change…

Alternative Investments…

Fund of Hedge Funds, Manager Selection, and Due Diligence

22 Oct 2013November 14, 2013

One of the main reasons that more and more institutional investors, particularly endowments and foundations, include hedge funds in their portfolios is the expected diversification benefit, given the existing array…

Alternative Investments…

An Event-Driven Strategy: Merger Arbitrage

22 Oct 2013October 23, 2013

Event-driven strategy seeks to invest in opportunities associated with corporate transactions such as consolidations, acquisitions, recapitalizations, bankruptcies, and liquidations. Merger arbitrage event-driven managers employ strategies that can capitalize on valuation…

Alternative Investments…

A Relative Value Strategy: Convertible Arbitrage

Hedge funds deploying relative value strategies seek to take advantage of “discrepancies” in price between securities or the overall market. Within the relative value category, there are sub-strategies, and convertible…

Alternative Investments…

A Global Macro Strategy: Managed Futures

22 Oct 2013October 28, 2013

Hedge funds utilizing a global macro strategy take positions in equity, fixed income, or currency markets in anticipation of global macroeconomic events to generate risk-adjusted returns. Global macro fund…

Alternative Investments…

Private Equity Portfolio Management

20 Oct 2013October 20, 2013

Portfolio Management is a process of making investment decisions about asset mix, policy, and buy/sell disciplines in order to meet individual and institutional investors’ specified financial objectives, risk tolerance, investment…

Due Diligence…

The Selection and Termination of Investment Managers

6 Dec 2012August 1, 2025

Investment Manager Selection & Due Diligence Investors demand actively managed investment strategies so they pay extra to hire investment consultants; consultants perform manager due diligence, and advice investors in the…