Based in Victoria, BC, we are a privately held Portfolio Manager dedicated to managing portfolios for individual clients. Our dedicated team of professionals has expertise in a broad range of strategies and a track record of delivering consistently positive absolute returns across all market environments. We have built our name on our depth of talent, an intense multi-disciplined research focus, and our risk-controlled approach to investing.
Our long-term experience and dedication to an empirical approach gives us the insight and patience to manage in any type of environment.
Our focus on fundamental and quantitative research is complemented by strict adherence to our discipline - focus on the downside and provide optimal diversification.
Our philosophy is that by understanding the potential downside or loss of an investment, and sizing our positions accordingly, we will be able to generate above-average returns with low volatility over a long period of time.
Our broad analytical experience extends to many asset classes and we utilize our network of outside partners to bring our clients further expertise in other complementary areas. We use this wealth of internal and external resources to identify investment opportunities with attractive risk-adjusted returns.
