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| Fund Overview | The investment strategy of The Laureola Investment Fund is dynamic and flexible, designed to take advantage of the frequent but temporary pricing anomalies of an asset class that is not yet fully understood by the majority of participants. Laureola Advisors applies 'best practices' common in the management of traditional assets, particularly the use of independent, in-house, proprietary research. |
| Manager Comments | Performance in June was driven by the maturities of 4 mid-sized life settlement policies with a combined face value of $1.5ml. The portfolio now holds 175 policies and is well diversified by all measures. 25% of policies are on insureds 80 years old or older, while the median Life Expectancy is only 49 months and 14% of the portfolio has Life Expectancies of 24 months or less. The largest number of insureds are in Florida and Texas, with Georgia and North Carolina also in the top 6. Laureola believe that in an unstable and uncertain world where governments try to control stock markets and yield curvs in the midst of pandemics, the self-generated returns and genuine non-correlation of Life Settlements are increasingly attractive. |
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