Member Details

AFINA Capital Management Inc.

AFINA Capital Management Inc. is a boutique investment management firm, regulated by the Ontario Securities Commission. We serve a diverse array of investors including business owners, families, corporations and professionals (medical, legal, technology and accounting). We believe in transparency and lower fees. As a result, we only offer segregated accounts directly to our clients.

Founded

2009

Assets

N/A

Strategies

Long-Only, Value

Unique in our approach, we invest alongside our clients, instilling the confidence that our interests are aligned with our investors. Our investment philosophy is deeply-rooted in a proprietary model focused on Preservation, Performance and Patience. These three pillars drive our rigorous research and management process to maximize preservation of capital and long-term wealth accumulation.

Delivering superior long-term investment returns for our investors is our objective. We seek high-quality companies with a track-record of strong returns on capital, solid balance sheets and superior management teams, among other criteria. We believe businesses satisfying our standards have the potential to produce exceptional returns over time, while minimizing risk.

Philosophy

Unique in our approach, we invest alongside our clients, instilling the confidence that our interests are aligned with our investors. Our investment philosophy is deeply-rooted in a proprietary model focused on Preservation, Performance and Patience. These three pillars drive our rigorous research and management process to maximize preservation of capital and long-term wealth accumulation.

Approach

We buy great companies when the market is fearful of them. We use a bottom-up approach to find companies that can deliver strong returns on capital across the full business cycle, generate consistent free-cash-flow that can support a dividend, and have low leverage to enable acquisitions or stock buybacks. We only invest in North American listed securities to ensure liquidity for our clients.

Team

Aleem Israel, CFA
President & Portfolio Manager

Aleem Israel, CFA

President & Portfolio Manager

Contact information

Aleem Israel
aleem@afina.ca
130 King Street West, Suite 1800
Toronto (ON) M5X 1E3

Telephone: 416-628-8068
Toll Free: 1-855-628-8068
Website: https://www.afinacapital.com

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