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For Canadian Investors

HEDGED EQUITY

Our Approach.

Since 2018, our approach has been premised upon fundamentally-driven equity selection deployed in tandem with volatility-based risk management in the pursuit of compelling risk-adjusted returns.

Portfolio of value-oriented long holdings:

The bulk of the Fund’s capital is invested in a portfolio of publicly-listed equity securities identified as offering attractive long-term value and/or in industries with promising outlooks.

Active, options-based, risk management:
In tandem with the core portfolio, an active and opportunistic options-based risk management strategy seeks to mitigate systematic risk, varying the intensity of the protection according to market conditions
The Fund
Ottawa

Our Firm.

Investment Partners is an Ottawa-based asset management company founded in 2009 to create an equity-oriented alternative investment vehicle for its principals and friends. 

Insights.

Investment Partner’s periodic insights focus on financial market developments and their impact upon the investment universe.

Insights

"Staying in the markets"

Alex Kealey, Analyst, Investment Partners Fund in conversation with John Budden on...

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"What investors (should) want"

Philip Smith, Portfolio Manager, Investment Partners Fund in conversation with John...

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"Rates Up & Earnings Down"

Philip Smith, Portfolio Manager, Investment Partners Fund in conversation with John...

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 AIMA  CAASA

 

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