XIB Asset Management Inc. (“XIB”) is an employee owned asset management firm based in Toronto, Canada. Founded in 2016, XIB is a registered Exempt Market Dealer (“EMD”) and Investment Fund Manager (“IFM”).
Founded
2016
Assets
~$46 million
Strategies
Multi-Strategy: Event Driven
A team of six investment and finance professionals overlay event driven investment strategies, rigorous research driven stock selection, and disciplined risk management processes to identify and pursue opportunities with favorable risk adjusted return profiles.
The objectives of our firm and fundamental principles guiding our investment strategies include, but are not limited to:
- Alignment of interests between partners, employees and investors
- Disciplined focus on event driven and arbitrage investment strategies
- Lower volatility relative to peers and equity markets
- Low correlation to equity indices
- Absolute returns
Philosophy
Small cap securities are inefficient, volatile, and value exploitable. Our team is uniquely qualified to capitalize on these dynamics because of experience across a variety of relevant vantage points (IB, sales, and AM.) Our experience, combined with the relationships developed in these roles, position us to pursue opportunities and structures that are less common to most investors.
Approach
Specialized Skills: Understanding rules and structures, financial statements, M&A and corporate finance strategy, and regulatory/industry approvals. Trading Capabilities: ability to short sell, use of algorithmic software, block / agency trades, and size/liquidity flexibility. Key Relationships: Institutional investors, institutional and retail brokerages, bankers/lawyers, and management teams
Team
Sean McNulty, CEO and Portfolio Manager
Chris Seyffert, Portfolio Manager
Peter Hatziioannou, President
Michael Mavrinac, Head of Operations
Joel Kitsul, Director (investment and analytics team)
Ted Brown, Director (investment and analytics team)
CEO and Portfolio Manager
Sean McNulty
sean@xibfinancial.com
25 King St West, Suite 2900B, PO Box 405
Toronto (ON) M5L 1G3
Telephone: 6472826419
