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    We have a talented investment team of expert analysts, security selectors and independent thinkers who actively manage a suite of differentiated investment funds, exploiting inefficient parts of the investing universe to achieve our goal.

Articles

FP Answers: What’s the difference between nominal and real returns and why does it matter?

As seen in Financial Post: FP Answers on December 8, 2023 Q: What is the difference between nominal and real return for an investment portfolio and why does it matter? A: Inflation in Canada has come down […]
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Commentaries

Commentaries

Alternative Absolute Return – November 2023

HighlightsIn November we significantly added to our US Treasury Bill holdings as well as high-quality term loans. Our purchases included loans backed by Hilton Worldwide Holdings Inc. (NYSE: HLT), TransDigm Group Inc. (NYSE: TDG) and Four Seasons Holdings Inc. (private). We also topped up long …

Podcasts

FundFest Panel: How Investors Can Support Exits

David Dufresne, Partner, CMD Capital chats with Maria Pacella, managing partner of Pender Ventures, Anne Phan, VP, Corporate Development at Wealthsimple, and Brent Holliday, Founder and CEO of Garibaldi Capital Adivsors, about the final phase of the venture cycle.
Podcasts