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
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.
