VANTAGE PROTECTED PERFORMANCE FUND 2020 Q4 Update

Published by Wynn A. Harvey, BBA, CIM, CPCA, CDFA on Mar 05, 2021

The Vantage Protected Performance Fund has attributes that place it in both our Capital Growth & Volatility Management asset class sleeves. While looking to achieve higher rates of return in capital gains, the long/short hedging strategy that the fund... Read more
STERLING MORTGAGE INCOME FUND 2020 Management Report

Published by Wynn A. Harvey, BBA, CIM, CPCA, CDFA on Feb 24, 2021

The Sterling Mortgage Income Fund is an Alternative Credit investment that not only provides us with a pickup in yield for income but is considered an Alternative/Protective position as it is non-correlated to traditional investments in stocks and bonds... Read more
ALIGNVEST STUDENT HOUSING REIT December 2020 Update

Published by Wynn A. Harvey, BBA, CIM, CPCA, CDFA on Feb 10, 2021

Paying out an attractive 5.5% annual yield to unitholders through quarterly distributions, the Alignvest Student Housing REIT is held in both the "Alternatives/Volatility Protection" and the "Aspirational" asset allocation sleeves in our portfolios. The... Read more
EDGEPOINT GLOBAL PORTFOLIO FUND 2020 Q4 Update

Published by Wynn A. Harvey, BBA, CIM, CPCA, CDFA on Jan 26, 2021

Part of the Capital Growth sleeve, the Edgepoint Global Portfolio is expected to deliver above average returns over time. Through periodic rebalancing we use those returns to replenish any withdrawals and build up your cash reserves. In our regular review... Read more