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.
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.
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.
Here’s a quick post-Q3 recap on Canadian bank supply for issuers that have access to…
We are pleased to share Scott Morrison’s presentation from the 11th annual Capitalize for Kids conference, where he…
Performance Recap For the third quarter of 2024, the Lions Bay Fund generated a return…
We’d love to send you more details on our funds, including performance results and asset allocation.
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