Protect and Participate with the Captive Investors Fund

By Sandra Springer April 02nd, 2020

The Captive Investors Fund represents a competitive advantage in captive investment management, using its scale to achieve results that captives would struggle to match on their own, says Scott Renninger of Captive Resources.

Excerpt: The Captive Investors Fund (CIF) is a Cayman Islands-domiciled mutual fund that was founded in 1994 for captive insurance company clients of Captive Resources (CRI).

The CIF provides shareholders with an opportunity for improved returns with a balanced risk profile. With a theme of “protect and participate”, the CIF’s primary objective is the preservation of capital while earning a competitive risk-adjusted return. Since its inception, the annual investment return has averaged 5.8 percent.

In the spring of 2019 the CIF celebrated its 25th anniversary at its annual board of directors meeting. Given its record $4.9 billion in assets — more than double its assets five years ago, and triple its assets eight years ago — there was much to celebrate.

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