Institutional Clients:
We offer institutional clients traditional fund management services, both on a segregated mandate and pooled fund basis.
Segregated mandates:
Segregated mandates are offered on both a discretionary and an advisory basis to institutions, charities, family trusts and qualified individuals. Investment styles for segregated mandates can range from core to opportunistic. The investment style of a mandate is determined by gaining a thorough understanding of the client's objectives and requirements in terms of performance and risk.