We sure are — we pride ourselves on being ready for anything. If the only constant is change, why not welcome it? And then turn it to your advantage. That’s how we think at Wealhouse — and we know it’s a little bit different. This may seem a strange statement, but we embrace volatility in the markets. We use it to both protect and increase capital. But our strategies are not rigid. They are constantly evolving. We are too. We don’t pretend to know exactly where the markets are headed — but we do the homework so we can mitigate risk, identify opportunities, and protect wealth. This is a philosophy based on anticipation rather than reaction — and it’s the way we like to do things.
Preserve and Build Wealth
We treat your money as if it were our own. In fact, everyone at Wealhouse is invested in all our funds. This makes business personal — and it means we genuinely empathize with all of our clients. We are entirely focused on preserving and building wealth, which we accomplish by doing the homework required to identify quality assets that offer value and growth potential.
Rigorous methodology and process
We are researchers, observers and strategists. We employ a rigorous and methodical process — we even use checklists — to ensure that every investment consideration is held to the same integrity and quality standards. We find that discipline is the only way to ensure exemplary results.
Built for maximum flexibility
While our processes are iron-tight, our tactics are designed to leverage volatility in the market — and these tactics change over time. We continually refine the makeup of our portfolios, which protects investments in a downturn and maximizes growth during a rising market.
Anticipate rather than predict
We don’t pretend to know what’s coming, but by planning for volatility we can leverage uncertainty to our advantage. Our tools are set up for optimized investment diversification, no matter what the market throws at us.
Our portfolio of funds offer a variety of strategies that are designed to preserve or grow wealth as market conditions change over time. Read on to discover what each fund has to offer specifically for your investment needs.
Amplus, an innovative and flexible fixed-income strategy, is the place to be during good times and bad. It aims to protect investors during a downturn and maximize returns in a rising market. We invest in high-quality companies that are raising debt to invest in the growth of their businesses.
Lions Bay is an equity fund designed to prosper in a volatile market. Our goal is to protect and participate. We protect the downside through active trading and disciplined hedging, while a core portfolio of long-term investments in outstanding businesses allows us to participate in rising markets.
Panorama is designed to preserve capital for the risk averse. While we are optimistic people, this fund is based on an honest reality: the sun doesn’t shine every day. So to get through those rainy days — say, when the world is a little unstable, inflation is rising, consumer debt accumulating — we invest in companies and instruments that have proven to be solid performers over the long term.
Voyager — as its name suggests — is the fund for the investor who wants to “go for it.” In a world where more money is being run by fewer and fewer firms — and funds are becoming significantly bigger — we feel it pays to be small. Voyager invests in small- and mid-cap public companies overlooked by the big funds because of their size.
This fund invests in private and public real estate assets in North America, Europe and Asia. We look for opportunities in a wide range of real estate products, including housing, retail, industrial, office, storage, mixed-use commercial and agriculture land. We seek value and growth potential, performing deep research around such influences as affordability, supply, demographics, job growth and regulatory risks.