Ivy Invest

Your long-term dollars deserve a long-term portfolio. With Ivy Invest, take advantage of being a patient investor with a portfolio that includes traditional and alternative assets like private equity, venture capital, private credit, real estate, and more.
Ivy Invest is currently invite-only. If you don’t yet have an invitation code, you can request one through the app.
LONG-TERM INVESTING FOR YOUR LONG-TERM ASSETS
The world’s largest long-term investors don’t invest in just stocks and bonds. Now we’re bringing their approach to your retirement and long-term investment accounts. The Institutional Investment Strategy Fund (“Fund”) is an SEC-registered closed end fund, operating as an interval fund, making institutional, endowment-style investing available to everyone.
ALTERNATIVE AND TRADITIONAL ASSETS IN EVERY SHARE
Every share of the Fund is designed to give you a broadly allocated portfolio, with investments in private equity, venture capital, private credit, special situations, real estate, public equities, and fixed income. We’ve invested with top managers like Carlyle, Blue Owl, Golub, RhumbLine, and Hamilton Lane to give you an institutional-class portfolio.
ACTIVELY MANAGED BY AN EXPERIENCED CIO
The Fund is managed by our Chief Investment Officer, Wendy Li, who brings more than 17 years of experience managing multi-billion dollar portfolios for large institutions. Wendy and team are constantly evaluating asset allocation, manager selection, and investment strategy to be responsive to changes in the market.
REGULAR LIQUIDITY WINDOWS
Traditionally, investing in alternative assets like private equity or venture capital required you to lock up your money for as long as 10 years (or more!). While the Fund is designed for long-term buy-and-hold investors, it does offer quarterly repurchase windows that allow investors to sell shares.
Disclosures
* Managers of underlying fund holdings as of July 2024. Fund holdings are subject to change.
Carefully consider the investment objectives, risks, charges, and expenses before investing. The
prospectus that contains this and other information about Institutional Investment Strategy Fund (the “Fund”) and can be obtained at ivyinvest.co. Investing involves risk including loss of principal.
Investment in the Fund involves substantial risk. The Fund is not suitable for investors who cannot bear the risk of loss of all or part of their investment. The Fund is appropriate only for investors who can tolerate a high degree of risk and do not require a liquid investment. All investing involves risk including the possible loss of principal. Shares in the Fund are highly illiquid, and can be sold by shareholders only in the quarterly repurchase program of the Fund which allows for up to 5% of the Fund’s outstanding shares at NAV to be redeemed each quarter. Due to transfer restrictions and the illiquid nature of the Fund’s investments, you may not be able to sell your shares when, or in the amount that, you desire. Because some of the securities in which the Fund invests are not publicly traded, some of the Fund’s investments will be valued by Buena Capital Advisors, LLC dba Ivy Invest pursuant to fair valuation procedures and methodologies adopted by the Board of Trustees, as set forth in the prospectus. As a consequence, the value of the securities, and therefore the Fund’s Net Asset Value (NAV), may vary. This is not a complete enumeration of the Fund’s risks. Please read the Fund prospectus for other risk factors related to the Fund.
The Fund may not be suitable for all investors. We encourage you to consult with appropriate financial professionals before considering an investment in the Fund.