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.
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:
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.
"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
|Fund name||Investment Partners Fund Founders A|
|Manager||Investment Partners Fund Inc.|
|Availability||Alberta, British Columbia, Ontario, Quebec|
|Performance fee||20% above perpetual high-water mark|
|Liquidity||Monthly on five business days notice|
|Currency||Canadian dollar (U.S. exposures hedged)|
|Administrator||Pinnacle Fund Services|
|Custody||CIBC Mellon, Interactive Brokers Canada|
|Brokerage||Pavilion Global Markets, Interactive Brokers Canada|
|Legal||Borden Ladner Gervais LLP, Gowling WLG|