Investment Strategy

Rand Advisors’ objective is to maximize the long-term value of the underlying assets across market cycles. Investing opportunistically in the senior secured syndicated bank loan and the private equity markets enables us to seek steady investment performance across varied economic cycles. The firm believes that attractive opportunities will always exist in the senior secured syndicated bank loan market and small-to-medium private equity market.

    Senior Secured bank loan/CLO - long-biased and U.S. focused
    Small-to medium-sized companies that are involved in strategically challenged industries, work-outs, liquidations, spin-offs, reorganizations or bankruptcies
    Long and short equity positions
Investment advisory services offered through Rand Advisors, LLC, a registered investment adviser. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Rand Advisors at Disclosures: i. Investments described herein may be speculative and may involve a substantial risk of loss. We cannot guarantee that you will: (a) achieve results comparable to those achieved by any other client to which we currently provide investment advice, or any of the investments presented herein; (b) meet targeted returns, diversification or asset allocations, or avoid incurring substantial losses; or (c) be able to implement its investment strategy and investment approach or achieve its investment objectives. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results. Investing involves risk, including the risk of losing your entire investment. ii. Private placements are high risk and illiquid investments. As with other investments, you can lose some or all of your investment. Nothing here should be interpreted to state or imply that past results are an indication of future performance nor should it be interpreted that FINRA, the SEC or any other securities regulator approves of any of these securities. Additionally, there are no warranties expressed or implied as to accuracy, completeness, or results obtained from any information provided here. Investing in private securities transactions bears risk, in part due to the following factors: there is no secondary market for the securities; there is credit risk; where there is collateral as security for the investment, its value may be impaired if it is sold. Please see the Private Placement Memorandum (PPM) for a more detailed explanation of expenses and risks. These offerings are not suitable for all investors due to their speculative nature. All investors must be “accredited investors” and/or “qualified purchasers” as defined in the securities laws before they can invest in the Fund. iii. Investment in the funds will vary and is subject to change without prior notice. iv. Investments in the funds are limited to Accredited Investors as that term is defined in Regulation D ( § 230.500) Privacy Policy