Skip Links

Products

Separately Managed Accounts

We seek to establish and develop long-term partnerships with our clients and appreciate that certain clients may have specific risk/return objectives, which may be better suited to separately managed accounts.

We have a long history of managing separately managed accounts for large institutional investors, as well as several different custodians and have deep operational and compliance experience in this regard and maintain advanced oversight systems. Our portfolio managers collaborate with clients to ensure investment strategies are appropriate for their individual investment objectives. 

Opportunistic Strategies

In addition to our long-only strategies, we have created a number of opportunistic strategies focused on real asset public securities for qualified investors. Our opportunistic strategies seek to deliver strong absolute returns over a market cycle, drawing upon our high conviction approach, a value-oriented lens, and taking into account the trade-off between quality and value, and a keen awareness for the cyclical nature of capital markets.

U.S. Mutual Funds 

UCITS

U.S. Closed-End Funds

Canadian Closed-End Funds