Member Details

Altema Asset Management Inc.

Altema is an emerging asset manager focused on managing alternative investment strategies and making sophisticated asset allocation strategies accessible to individual investors and to select investment advisors. At Altema, we believe that optimal portfolios combine two basic building blocks: Passive Core exposure to asset classes & Pure Active Investment Strategies

Founded

2018

Assets

$55, August 2021

Strategies

Global Equity Market Neutral

The Manager employs a multi-factor model that emphasizes factors that have historically proven to be effective at differentiating between strong and weak performing investment opportunities. These factors measure: valuation, growth, business quality, management & investor behavior. Seeking gains through significant movements in stock prices that can occur over an intermediate term time horizon.

Traditional long-only active portfolio management is inefficient in terms of cost, taxes, and in its’ ability to add value and outperform.

At Altema, we believe that optimal portfolios combine two basic building blocks:
Passive Core exposure to asset classes & Pure Active Investment Strategies

Philosophy

We use valuation analysis, experience, judgement, and disciplined risk controlled quantitative techniques to construct portfolios. We control for factors including: liquidity, size, sector exposure, currency & country exposure, industry exposure, position size, and company specific factors. Our portfolios are reviewed and rebalanced on an ongoing basis to maintain the desired risk reward target.

Approach

Combines a quantitative approach with fundamental analysis. This combo creates a highly disciplined and repeatable investment process, the key to successful investing.
The Manager aims to provide consistent long-term capital appreciation and an attractive risk-adjusted rate of return with less volatility than traditional equity markets and low correlation to major equity markets.

Team

Sam Pellettieri, Chair & CEO/CIO
Richard Wong, Portfolio Manager
Ryan Savage, Sr Investment Analyst
Jenna Chernetsky, VP Finance and Operations
Mark Flynn, Manager Finance and Operations

Sam Pellettieri

CEO and Chief investment Officer

Contact information

Sam Pellettieri
[email protected]
201 Portage Ave, 18th Floor
Winnipeg (MB) R3B 3K6

Telephone: 2042907600
Toll Free: 833-658-7600
Website: https://altemafunds.com/

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