InvestmentPartnersFund-translucent-Logo-Black-PNG-Digital-1
  • Home
  • The Fund
  • Our Firm
  • Insights
  • Contact Us
Absolute return hedged equity

THE FUND

logo

I am a
Qualified Investor

Funds offered by Investment Partners Funds are available to investors that meet the requirements of an "accredited investor" as defined under National Instrument 45-106 Prospectus Exemptions. 

close

No
Our Approach
A distinctive non-correlated approach to hedged equity.

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 above 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 is also characterized by conservative
portfolio management practices:
lock
Liquidity
The Fund is invested in listed, liquid securities and derivatives and is thus able to offer its investors monthly liquidity on five business days’ notice.
clock
Short selling
The Fund does not engage in short selling of individual equities. All hedging is limited risk.
handshake
Leverage
Aside from the inherent leverage in options contracts, the Fund uses no additional leverage and does not invest more than committed capital.

"Since 2018, the IP Fund has generated solid risk-adjusted returns with very low correlation to the equity indices. We offer a distinctive value proposition and meaningful risk diversification by blending long volatility hedging positions with the inherently short volatility characteristics of our equity portfolio."

Philip Smith, Portfolio Manager

pexels-artem-saranin-1547813-1
Fund Facts.
Fund name Investment Partners Fund Founders A
Manager Investment Partners Fund Inc. 
FundServ code  IPF2001
Availability  Alberta, British Columbia, Ontario, Quebec 
Management fee 0.50%
Performance fee 20% above perpetual high-water mark
Redemption fee None
Liquidity Monthly on five business days notice
Currency Canadian dollar (U.S. exposures hedged)
Administrator Pinnacle Fund Services
Auditor Deloitte LLP
Compliance AUM Law
Custody CIBC Mellon, Interactive Brokers Canada
Brokerage Pavilion Global Markets, Interactive Brokers Canada
Legal Borden Ladner Gervais LLP, Gowling WLG

 

InvestmentPartnersFund-translucent-Logo-White-PNG-Digital-1

  Members of: 

 AIMA  CAASA

 

  Copyright ©2023. Investment Partners Fund Inc.
   All rights reserved.

Corporate
  • Home
  • The Fund
  • Our Firm
  • Insights
  • Contact Us
Legal
  • Fund Performance
  • Disclaimer
  • Terms of Use
  • Privacy Policy