Member Details

Investment Partners Fund

The Investment Partners Fund is an independent money management firm based in Ottawa with clients across Canada. Using a fundamental, value-based approach to equity investment with a dynamic risk management overlay, we seek to build and protect the wealth of our investors. Since launching the Fund in October 2009, we have produced solid returns with minimal volatility.

Founded

2009

Assets

$ 25

Strategies

Concentrated Long-Only Value with a Dynamic Option Protection Strategy

Screening, analysis and a dialogue with management. We build and maintain models to forecast a security’s value.The attractiveness of the investment opportunity is a function of price; we will invest when the price is low enough to allow for a satisfactory return. Overlaying the equity portfolio, we will deploy limited risk derivatives to mitigate portfolio vulnerability to broad market declines.

To hold a portfolio of 15-20 companies, with a documented investment case for why these companies should double in value over the next five years.

Philosophy

Screening, analysis and a dialogue with management. We build and maintain models to forecast a security’s value.The attractiveness of the investment opportunity is a function of price; we will invest when the price is low enough to allow for a satisfactory return. Overlaying the equity portfolio, we will deploy limited risk derivatives to mitigate portfolio vulnerability to broad market declines.

Approach

Fundamentally-based value investing combined with opportunistic and dynamic risk management can lead to long-term capital appreciation. We will buy a portfolio of well-run companies with a demonstrated ability to generate cash flow, allocate capital and deliver returns to investors.The companies in our portfolio will trade at reasonable valuation levels relative to other stocks in the market.

Team

James Maxwell, President
Philip Smith, CCO and Portfolio Manager
Jeremy Klein, Portfolio Manager
Leslie Wittenberg, Fund Administrator

Jeremy Klein

Portfolio Manager

Contact information

Jeremy Klein
jeremy@ipfund.ca
359 Kent Street
Ottawa (ON) K2P 0R6

Telephone: 6136883856
Toll Free: 6136883856
Website: www.ipfund.ca

View More

National Sponsors








 

Featured Member