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Portfolio Management

Portfolio Management

Traditional and alternative asset management.

Cape Cove Portfolio Management offers tailored investment solutions to high net worth investors.

All our portfolios are managed on a discretionary basis and are invested according to an investment policy that is established on the onset by the portfolio manager and client.

The securities are held in safekeeping with recognized financial institutions such as Interactive Brokers Canada, Computershare, and the National Bank Independent Network.

Strategies

Traditional and alternative asset management

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Cape Cove’s portfolio management offers tailored investment solutions to high net worth investors. Our primary objective is to optimize our clients’ investments according to their specific needs. Our clients’ portfolios are invested according to an investment policy that is established on the onset by the portfolio manager and client, and are adjusted at opportune times depending on our market outlook. All portfolios are managed on a discretionary basis and the securities are held in safekeeping with recognized financial institutions such as Interactive Brokers Canada, Computershare and National Bank Independent Network.

Private management strategy

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This strategic model of our portfolio manager is based on risk management, while proposing investment solutions and expert advice. We manage our clients’ assets and offer an elaborate range of mandates involving discretionary management and alternative funds with substantial added value. Based on the client’s investor profile, needs and objectives, the advising representative will offer him personalized management of his assets with a clear and customized investment policy.

Alternative investment fund strategy

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This strategic model offers our clients an investment in alternative investment funds using derivatives for risk management and added value creation. Cape Cove has forged a solid partnership with firms offering those funds. This agreement is based on a diligent and thorough study of their investment policy. Cape Cove estimates that using conservative option strategies lowers the risk associated with a bear market compared to a standard share-buying strategy. We think using those funds is an excellent diversification tool for those who want to reduce their exposure to traditional portfolio management.

Strategy of private investments on the exempt market

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This strategic model offers our clients discretionary portfolio management mandates constituted by a selection of exempt market products for which an in-depth diligent review has been conducted according to strict evaluation rules established by the Cape Cove team. Our recognized expertise in this sector, along with risk management focused on capital preservation and added value, will offer investment opportunities unique to our firm. Each mandate must correspond adequately with investor profiles and objectives while adhering to the firm’s asset allocation policies.

Algorithmic management strategy

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This strategic model aims at generating a positive and durable performance for its investors and maintaining low correlation with major stock market indices. Our manager has used machine learning techniques, statistical models and data processing to develop this quantitative strategy. Moreover, the use of cutting-edge technology has produced an algorithmic execution with calculated risk and without human intervention. The algorithm daily and simultaneously filters thousands of shares and builds a portfolio dynamically and instantaneously to enable high-level positioning.

Active currency management strategy

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This strategic model offers our clientele discretionary portfolio management aiming at long-term capital growth on the alternative currency market. The management is based on technical analysis systems that generate indicators helping to identify trends and momentums. Those indicators help us take advantage of short-term opportunities and fluctuations regarding various currencies, to generate positive returns not correlated with traditional markets.

IPS Process

Cape Cove focusses on delivering absolute returns rather than benchmark performance rankings and has created several innovative strategies to meet its clients’ needs.

Our niche solutions are based not solely on performance but on several priorities and concerns that are strictly addressed in the “Investment Policy Statement” (IPS).t.

The IPS establishes “the rules” and serves as a roadmap of the client’s objectives. With a thorough discussion and discovery meeting the IPS is set forth and outlines:

  • the structure, scope and purpose of the plan
  • governance and responsibilities
  • asset allocation tactics
  • investment return and risk objectives

The process is not a static one but rather an ongoing one with follow ups and progress reviews throughout the year. With proper risk management and reporting mechanisms in place, the client’s strategy, be it a tactical asset allocation move or a simple rebalancing can be easily executed.