PRIVATE EQUITY

A Fresh Approach to Investing in Private Companies

InterOcean looks at investing differently than traditional private equity investors: We believe in getting involved, and will only invest as active investors.

Through InterOcean Equity Partners, a division of InterOcean, and similarly to what we do in our other endeavors, we put our experience and wealth of talent at the disposal of the corporations we invest in, and help leverage the skills of management to grow the business.

We invest only as active investors.

Alternative investments "products other than traditional stocks, bonds, and mutual funds" offer you the creativity and flexibility to build a portfolio that is truly balanced; that is, a portfolio with the right mix of products to smooth out the volatility of the market and deliver higher returns, consistently, over time.

To see the effect of adding non-correlated assets to a traditional stock portfolio please click here

Alternative investment products, including hedge funds and managed futures, (i) involve a high degree of risk, (ii) often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, (iii) can be highly illiquid, (iv) are not required to provide periodic pricing or valuation information to investors, (v) may involve complex tax structures and delays in distributing important tax information, (vi) are not subject to the same regulatory requirements as mutual funds, (vii) often charge high fees which may offset any trading profits, and (viii) in many cases, the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss.