We manage money for private investors and the families behind them. We start with your plan. We build the portfolio from it. Then we manage it actively, because leadership in the market changes and the portfolio has to change with it.
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We actively address three factors in our portfolio returns: market, sector and security.
We measure breadth, leadership and money flows every day. The market’s internals tell us what environment we’re investing in.
We own businesses that are good and getting better, in the parts of the market attracting capital. We follow leadership wherever it emerges.
When the evidence strengthens, we add. When it calls for patience, we hold cash and wait for the right opportunity. Discipline decides the size of every position.
Bespoke investment strategies and holistic planning designed to protect and grow your family’s legacy across generations.
Disciplined investment mandates, specialized private pools, and direct portfolio-manager access to enhance your practice and serve high-net-worth clients.
Active risk management, an absolute-return focus and unconstrained execution to help their investment committees meet long-term fiduciary obligations.
Every family arrives with its own circumstances, and our work begins with understanding your life in full, because the strategy that serves you can only come from you.
We measure the market every day. We follow leadership wherever it emerges. And every Tuesday at 4:00, we tell you exactly what we see.
Our portfolio management team on where markets stand this week, live, followed by your questions.
Portfolio managers, strategists and advisors under one roof in Toronto. The people managing your capital are the people who answer your call.
Some of the most streamed songs in the world are in this portfolio.
An allocation to cash-flow generating music copyrights with established earnings histories, managed in partnership with Kilometre Music Group.
Hear a selection of songs from the fund’s catalogue.
