Our pooled structure allows investors to benefit from active risk management, portfolio-level diversification, and disciplined execution, without the operational complexity of managing positions individually
Rooted in research and guided by alignment of interests, we focus on building portfolios for individuals, families and institutions to navigate diverse market environments.
Schedule a BriefingA pooled fund structure allows for:
Efficient portfolio construction and rebalancing
Consistent application of risk controls across all investors
Access to strategies that require scale and centralized execution
Lower operational friction compared to individual trading accounts
This structure is well suited for investors seeking disciplined, professionally managed investment strategies through an efficient pooled vehicle.
Get In Touch
US equities with futures overlays
Major global currency pairs (G10)
20-50 positions
Variable, model-dependent
Actively managed, flexible net exposure
Typically market-neutral
Monthly
Monthly
Available upon request
Available upon request
Open
Currently SMA exclusive
*Each of our funds is differentiated by the size of the companies within that portfolio or Market Capitalization. For example, a large Canadian Bank with an enduring franchise and diversified operations that help reduce volatility would fit into the Canadian Equity Fund. Smaller companies that have greater potential for growth and long-term capital appreciation – but perhaps higher volatility – would fit in the Mid-Cap or Performance Fund.
Risk management is embedded at both the strategy and portfolio level.
Key principles include:
Active control of net and gross exposure
Volatility and drawdown awareness
Liquidity-focused position sizing
Ongoing monitoring of macro and market regime shifts
Our objective is to manage risk proactively rather than reactively.
Schedule a Briefing
