Ranking
We shine a spotlight on the managers who have distinguished themselves each year!
Follow emerging managers who stand out for their remarkable performance.
TOP 10 - Alternative Investments
| Rank | Firm | Fund Name | Category | Returns year to date | 3-year annualized return | 3-year Sharpe Ratio |
|---|---|---|---|---|---|---|
| 1 | Palos Management Inc. | Palos-Mitchell Alpha Fund Series O | Alternative Equity Focused | 20.00% | 18.43% | 0.85* |
| 2 | Accelerate Financial Technologies Inc. | Accelerate Canadian Long Short Equity Fund | Alternative Equity Focused | 13.29% | 13.90% | 0.81* |
| 3 | Rivemont Investments Inc. | Rivemont Crypto Fund Series B | Alternative Other | 10.90% | 38.73% | 0.81* |
| 4 | Palos Management Inc. | Palos Income Fund L.P. Series X | Alternative Equity Focused | 8.51% | 11.76% | 0.61* |
| 5 | Highwood Value Partners | Highwood Value Partners | Alternative Equity Focused | 7.90% | 16.64% | 0.71* |
| 6 | LionGuard Capital Management Inc. | LionGuard Opportunities Fund LP Class F | Alternative Equity Focused | 7.71% | 11.82% | 0.65* |
| 7 | Accelerate Financial Technologies Inc. | Accelerate Arbitrage Fund | Alternative Equity Focused | 7.08% | 5.95% | 0.73* |
| 8 | Nymbus Capital Inc. | Nymbus Multistrategy Fund Class F | Alternative Multi-Strategy | 6.44% | - | - |
| 9 | NCP Investment Management | NCP Sustainable Dividend Achievers+ | Alternative Equity Focused | 5.77% | 12.77% | 1.16* |
| 10 | Fulcra Asset Management Inc. | Fulcra Credit Opportunities Fund Class F | Alternative Credit Focused | 3.84% | 5.15% | 0.36* |
TOP 10 - Traditional Management Stocks
| Rank | Firm | Fund Name | Category | Returns year to date | 3-year annualized return | 3-year Sharpe Ratio |
|---|---|---|---|---|---|---|
| 1 | Palos Management Inc. | Palos WP Growth Fund Series F | North American Equity | 30.87% | 4.07% | 0.10* |
| 2 | Pratte Portfolio Management Inc. | Pratte Global Equity Fund | Global Equity | 20.60% | 21.52% | 0.74* |
| 3 | Evovest Inc. | Evovest Global Equity ETF | Global Equity | 16.46% | - | - |
| 4 | BeeQuest (PGEQ) | BeeQuest Canadian Equity ESG Fund L.P. | Canadian Equity | 13.95% | - | - |
| 5 | Evovest Inc. (PGEQ) | Evovest Global Equity Fund II L.P | Global Equity | 12.43% | 20.75% | 1.47* |
| 6 | ClearSkies (PGEQ) | ClearSkies iWorld Equity Fund L.P. | Global Equity | 9.79% | - | - |
| 7 | Rivemont Investments Inc. | Rivemont MicroCap Fund Series F | Global Small/Mid Cap Equity | 9.71% | 15.34% | 0.63* |
| 8 | Inovestor Asset Management (IAM) | Inovestor Canadian Equity Ex-O&G | Canadian Equity | 9.52% | 15.64% | 0.96* |
| 9 | Langdon Equity Partners Ltd. | Langdon Global Smaller Companies Portfolio Class F | Global Small/Mid Cap Equity | 9.10% | - | - |
| 10 | Action valeur ajoutee inc. | AVA Canadian Equity | Canadian Equity | 8.93% | 11.79% | 0.56* |
TOP 10 - Traditional Management Fixed Income
| Rank | Firm | Fund Name | Category | Returns year to date | 3-year annualized return | 3-year Sharpe Ratio |
|---|---|---|---|---|---|---|
| 1 | Lester Asset Management | LAM Canadian Fixed Income Fund Series O | Canadian Fixed Income | 4.20% | 7.01% | 0.65* |
| 2 | Nymbus Capital Inc. | Nymbus Sustainable Enhanced Short-Term Bonds Fund Class F | Canadian Core Plus Fixed Income | 3.05% | 10.36% | 0.87* |
| 3 | Durham Asset Management Inc. | DAMI Corporate Bond Fund - Series F | Canadian Corporate Fixed Income | 1.72% | 4.83% | 0.17* |
| 4 | Nymbus Capital Inc. | Nymbus Sustainable Enhanced Bonds Fund Class F | Canadian Fixed Income | 1.30% | - | - |
| 5 | Nymbus Capital (PGEQ) | Nymbus Quant Canadian Fixed Income Fund L.P. | Canadian Fixed Income | 1.08% | 3.51% | -0.09* |
Powered by :
* EXPLANATORY NOTE
The Sharpe Ratio measures the risk-adjusted return of an investment by comparing its excess return over the Canada 3-month T-Bill (here serving as the risk-free rate) to its volatility. When evaluating an investment strategy, the Sharpe Ratio should be compared to that of its benchmark and peers to assess relative performance. A higher ratio indicates superior risk-adjusted returns.
Disclaimer
This publication is intended for information purposes only. It may not be reproduced or redistributed, in whole or in part, under any circumstances without the prior written consent of the Emerging Managers Board ("EMB") or Fundata. EMB and/or Fundata believe that the information disclosed is reliable, but cannot guarantee its reliability or completeness, and shall not be liable for any damages, direct or indirect, incurred as a result of its use. This publication must not be considered as a solicitation to buy or an offer to sell securities or any other product or service, addressed to any person residing in a jurisdiction where such solicitation or offer would be prohibited under the laws applicable therein. Past performance is not a reliable indicator of future performance. The value of investments and their income may go down as well as up. You may not get back the amount you invested. Please consult the fund's offering documentation before investing.
The Sharpe Ratio measures the risk-adjusted return of an investment by comparing its excess return over the Canada 3-month T-Bill (here serving as the risk-free rate) to its volatility. When evaluating an investment strategy, the Sharpe Ratio should be compared to that of its benchmark and peers to assess relative performance. A higher ratio indicates superior risk-adjusted returns.
Disclaimer
This publication is intended for information purposes only. It may not be reproduced or redistributed, in whole or in part, under any circumstances without the prior written consent of the Emerging Managers Board ("EMB") or Fundata. EMB and/or Fundata believe that the information disclosed is reliable, but cannot guarantee its reliability or completeness, and shall not be liable for any damages, direct or indirect, incurred as a result of its use. This publication must not be considered as a solicitation to buy or an offer to sell securities or any other product or service, addressed to any person residing in a jurisdiction where such solicitation or offer would be prohibited under the laws applicable therein. Past performance is not a reliable indicator of future performance. The value of investments and their income may go down as well as up. You may not get back the amount you invested. Please consult the fund's offering documentation before investing.