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About

Connor, Clark & Lunn Private Capital is a discretionary investment counsellor managing portfolios for high net worth individuals, Indigenous communities, not-for-profits and charitable foundations across Canada. They get to know the clients and listen carefully to their needs. Their experienced and dedicated investment professionals, using an outcome-orientated approach, provide personalized, tax-efficient portfolios to help clients reach their financial goals. The clients can benefit from investing in traditional and alternative assets, as they uniquely bring together independent, specialist teams managing a broad range of distinct asset classes that comprise clients’ investment portfolios.

The Team

CC&L Private Capital’s Chief Investment Officer, Jeff Guise, works closely with the money managers who head up each team, and orchestrates the combination of asset classes to deliver custom portfolios designed to help our clients reach their financial goals. CC&L Financial Group draws on the expertise of over 120 portfolio managers and analysts, to seek out investment opportunities in public and private financial markets. The quality of these money managers affords them responsibility to manage capital for some of the largest institutional clients in North America, including the Canadian Pension Plan Investment Board and applying the same calibre of money management to CC&L Private Capital’s client portfolios.

About

ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

They provide tailored financial services for a variety of different entities. Their team has experience advising pensions, endowments, and other institutions. They have advised with central banks and regulators all over the world. They have leading academics and professionals to help plan and manage the future for your institution. Contact them today so they can have a confidential discussion about your institution and goals.

Resolve Osprey Fund

Fund Objective

Generate high risk-adjusted returns by deploying and executing an ensemble of systematic sub-strategies across liquid futures contracts.

Strategy Description

The Osprey Program can go long/short a wide array of global futures contracts, using a proprietary machine learning process engineered by ReSolve to identify thousands of combinations of profitable trading signals. The strategy generation process selects features with return profiles consistent with the strategy’s objective and discards those that do not meet the desired criteria. Each candidate sub-strategy is run through a rigorous battery of filters and validation steps to ensure that only the most robust strategies are selected, after accounting for possible overfitting, trading friction and costs. This process is repeated on a continuous basis.

About

LionGuard is a specialized investment management company with expertise on small- and medium-capitalization North American equities. Their unique investment solutions benefit from detailed fundamental research and analysis on a market segment with numerous inefficiencies. They are proud to serve a sophisticated clientele of institutional investors, family offices, funds of funds, investment advisors and select high net worth individuals.

Investment Process

Their investment process includes the following steps:

LionGuard Opportunities Fund

LionGuard Opportunities Fund has the objective to achieve long-term growth of capital through disciplined investing across North American equities. The Fund invests on a long/short basis and intends to achieve positive absolute returns with low correlation to equity markets.

About

ForeGrowth works with institutions and registered dealers to design private high-quality institutional investments that offer superior risk adjusted returns that are not typically accessible to everyday investors.

Investment Overview

Exceptional Location Next to University of Toronto

Project Overview

About

Based in their Calgary, Alta. head office, Avenue Living Asset Management is a leading Canadian alternative asset manager with over $3 billion in assets under management and four alternative investment products. Avenue Living owns and operates all its assets, which support sectors essential to the everyday lives of North Americans — workforce housing, commercial real estate, farmland, and self-storage. A vertically integrated platform, access to capital, and operational expertise allow them to continue to grow based on fundamentals.

They provide a comprehensive range of services, including advisory, investment management, trust-level accounting, taxation, and legal services. They manage all aspects of deal sourcing, underwriting, financing, and strategic operations for real estate acquisitions and dispositions. Their team employs an active, hands-on approach to asset management, while consistently maintaining a long term, value-oriented view on their investment strategies.

They have developed a platform comprised of shared-services, industry expertise, strategic innovation and data-driven development, designed to benefit and optimize their investments.

It’s a basic tenet of how they approach every investment. They know the choices they make affect not just them, but their investors and all their stakeholders.

Core trust

The Core Trust continuously focuses on long-term portfolio stability through active sales and leasing, responsive maintenance services, and strategic capital improvements. In Canada they leverage in-house resources such as property management services, a robust 24/7 customer experience call centre, contract services and a full-scale marketing agency. In the United States, they partner closely with best-in-class local companies to ensure they are efficient and effective in every market. These partners include property managers, who help optimize occupancy and rent while ensuring residents have a safe, comfortable place to call home.

Their strategy is driven by the fact that they are stewards of capital. They filter every investment decision through our ultimate goal: long-term capital appreciation and preservation that can provide healthy cash flows and distributions for their investors.

About

The Centurion Apartment Real Estate Investment Trust invests in a diversified portfolio of rental apartments and student housing properties, as well as mortgage and equity investments in property developments across Canada and the United States. With that mandate, the REIT always looks for opportunities using strict due diligence to ensure investments are responsible and beneficial for its investors. They concentrate on communities with historically low vacancy rates, growing population demographics, and opportunities to improve rent levels.

The Fund employs three strategies:

Centurion is a leading provider of quality multi-residential apartments in Canada and the United States. Their goal has always been to provide residents and their families clean, safe, and comfortable homes. Beyond these, Centurion also enhances their residents’ living experience by proactively attending to their needs and constantly seeking ways to elevate their rental experience.

Potential Advantages for Investors