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Portfolio Management

Portfolio Management

Traditional and alternative asset management.

Cape Cove Portfolio Management offers tailored investment solutions.

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 client and the portfolio manager.

All accounts are held with a member of the Investment Industry Regulatory Organization of Canada (IIROC) such as National Bank Independent Network or Interactive Brokers or with a trustee such as Computershare who specializes in custody services.

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 a range of mandates involving discretionary management incorporating alternative funds and exempt market products. 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.

Investment Process 

Cape Cove focusses on delivering absolute returns rather than benchmark performance rankings and has created several 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).

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.