Picton Mahoney Launches Fortified Funds, Bringing Hedge Expertise to Mutual Funds--and More Canadians Français
TORONTO, Nov. 3, 2015 /CNW/ - Picton Mahoney is pleased to announce that they are bringing their hedge expertise to more Canadians with the launch of a new mutual fund family: Fortified Funds. Now available, Fortified Funds are designed as core holdings that offer investors more protection when investing in traditional asset classes to make it easier to stay invested and grow wealth over time.
"We believe most investor portfolios are vulnerable to changes in market and economic conditions," explains President and Lead Canadian Portfolio Manager David Picton. "There is a better way to build portfolios, using more precision in managing risk exposures. We are pleased to now offer hedge-like risk management benefits within a mutual fund offering that, by its nature, is available to more investors."
Three funds currently comprise the Fortified Funds Family:
- Fortified Equity Fund, designed to offer the growth potential of global equities with protection from downside risk
- Fortified Income Fund, designed for income and capital growth with downside risk mitigation
- Fortified Multi-Asset Fund, designed to offer the blend of growth and protection most clients are looking for in a balanced fund
"For over a decade, we've been partnering with Investment Advisors, constructing better portfolios using our authentic hedge solutions to reduce portfolio risk," said Dean Shepard, Managing Director. "The challenge has always been that, for most of Canada, only Accredited Investors have had access to these strategies. Now, with Fortified Funds, we are able to offer the benefits of our expertise in a format Advisors can use across the rest of their books to help investors stay invested and grow wealth in today's volatile markets."
About Picton Mahoney
We believe the better the risk management, the better you can stay ahead. Founded in 2004 and 100% employee-owned, Picton Mahoney Asset Management is entrusted with over $8 billion in authentic hedge and institutional long-only assets (as at Nov 3, 2015). Over the years, we have earned our reputation as a trusted source of unbiased facts. As people who do what they say they'll do. We think and act differently, investing alongside clients in our funds. We specialize in precision-engineered volatility management—a skill we've honed over the years and through difficult markets. Think ahead. Stay ahead.
Commissions, trailing commissions, management fees, performance fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
SOURCE Picton Mahoney Asset Management
Picton Mahoney Asset Management, Tel: (416) 955-4108, Web site: www.pictonmahoney.com, Email: [email protected]
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