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The Hidden Risks of Interval Funds

Josh Hile video: The Hidden Risks of Interval Funds

In this video, Josh Hile covers:

  • The $100 Billion Pitch Behind Interval Funds
  • Interval Fund Mechanics: Open-End vs. Closed-End vs. Interval
  • The 5% Rule: How Quarterly Redemption Caps Actually Work
  • Why Interval Funds Took Over the Wealth Management Channel
  • What Happens When 20-30% of Investors Try to Exit at Once
  • Case Studies: The 2022 Real Estate Gates and the 2026 Private Credit Stress Test
  • Are Interval Funds Bad? The Honest, Balanced Take
  • Why Manager Selection Matters More Than the Wrapper
  • The Questions Every Advisor and Investor Should Ask

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This video is educational only and is not investment advice. See our disclosures.