We are thrilled to announce the launch of the Q Wealth Select Strategic Assets Fund, a unique pooled fund that brings an exciting new dimension to the investment assets available to our clients. As co-Portfolio Managers of the fund, Kevin Hegedus and I are proud to lead the development of this strategy alongside the expertise of our Chief Investment Officer, Larry Berman, and Deputy CIO, Alfred Lee. Together, we are working to create a diversified alternative asset strategy aimed at achieving long-term capital appreciation with a focus on lower risk and volatility within client portfolio allocations.
Expanding Investment Opportunities
The fund is designed to help investors access opportunities that might not have been part of their traditional asset types – and asset types that for many years have been more typically reserved for large institutional investors. Think of organizations like pension plans for teachers, police officers, or firefighters, as well as Ivy League universities and charitable foundations. One of the key advantages of pooled funds like ours is that they allow groups of investors to come together and take advantage of investment opportunities that are typically unavailable to individuals one off, usually because these assets require large minimum purchase sizes or because private fund managers don’t have a “retail” channel for investors. By pooling funds together, we can break down these barriers and offer you access to a wider range of opportunities—without the high costs.
The Power of Pooled Investing
With this fund, we’re providing an investment solution that allows investors to benefit from the expertise of top-tier external managers across a variety of diversified, non-correlated asset classes. The fund officially launched on October 31st, and we’ve already started making the first investments. Some of the initial assets we’ve added to the fund include music royalties (ownership of song catalogues that can have capital appreciation, but more so, provide income from royalties), mini-mall storage facilities (and their income stream from storage rents), and commodity trend following (ownership of commodity futures, capitalizing on changes in commodity prices). We’ve recently made a commitment to an infrastructure fund from Northleaf Capital Partners, a firm some of you might recognize from our seminar presentation in November of last year. This fund will have exposure to infrastructure with a capital appreciation and income stream component, with projects that include fibre optic, cellphone, and transportation infrastructure. As well, we are currently completing due diligence on a few additional strategies which we hope to share with you in the months ahead.
With all of these investable assets, our objective is to introduce investments which potentially have less risk and volatility over the long term, while still striving for capital appreciation. As well, by building out the pooled fund with a range of asset types, from a risk management strategy, even if some assets underperform in a given year, ideally the impact on your overall portfolio is mitigated. This helps manage the risk of overconcentration and makes your investment strategy more resilient over time. Depending on your risk profile, the fund will be included in your personalized asset allocation strategy (on your client portal or investment statements, the fund has the code QWP1913). We’re confident that the Q Wealth Select Strategic Assets Fund will be a valuable tool in help to achieve your financial plan goals, and we’re excited to see how it can help you navigate the complexities of today’s market.
Want to Learn More? Let’s Chat!
If you have any questions or would like more information about how this fund fits into your overall investment strategy, please don’t hesitate to reach out. We're always here to help you make the most of these new opportunities.
Andrew Rodych
Wealth Advisor, Partner, PWM Private Wealth Counsel
Portfolio Manager, Partner, Q Wealth Partners
