Marking the 5-year Anniversary of Three of Our Fortified Liquid Alternative Funds

We’re thrilled to share a significant milestone, as we recently commemorated the 5th anniversary of our first three Fortified liquid alternative mutual funds.  

Five years ago, we embarked on a journey to offer investors a way to tap into an innovative and accessible investment option: alternative mutual funds. Canadian regulators had changed the rules governing mutual funds, creating a category of funds now known as alternative mutual funds, and we jumped at the opportunity to offer investors a way to tap into alternative investments. Prior to the change, alternative investments had been limited investments for the retail market.   

In fall of 2018, we launched the Picton Mahoney Fortified Market Neutral Alternative Fund, Picton Mahoney Fortified Active Extension Alternative Fund, and the Picton Mahoney Fortified Multi-Strategy Alternative Fund as our first foray into the liquid alternative market. 

Since then, we’ve added seven more liquid alternative funds to our lineup, and have also included ETF classes in many of our funds, in an effort to make our strategies as accessible as possible to Canadian investors. Our efforts have been rewarded with your ongoing trust, resulting in more than CA$4 billion in assets under management into these funds as at September 30, 2023. Our dedicated team has worked tirelessly to ensure these funds meet our investors’ expectations.

David Picton, President & CEO at Picton Mahoney Asset Management, on our Market Neutral strategy:

“One of the great ways to fortify a portfolio is to add a market neutral exposure. A market neutral exposure, by its very name, tries to have no exposure to the equity market or to the bond market. If you can generate a positive return without being related to those two major assets in a portfolio, you can help improve the overall risk and return dynamics of the portfolio – you can enhance its quality of returns.”

As we look ahead to the future, we remain steadfast in our mission to provide innovative and accessible financial solutions designed to help you achieve your financial goals with greater certainty.

We want to extend our heartfelt gratitude to our investors, partners, and the entire team for their unwavering support and dedication.

If you have questions or want to learn more about liquid alternative mutual funds, please reach out to your Picton Mahoney wholesaler or contact us directly

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This material has been published by Picton Mahoney Asset Management (“PMAM”) on November 16, 2023

It is provided as a general source of information, is subject to change without notification and should not be construed as investment advice. This material should not be relied upon for any investment decision and is not a recommendation, solicitation or offering of any security in any jurisdiction. The information contained in this material has been obtained from sources believed reliable, however, the accuracy and/or completeness of the information is not guaranteed by PMAM, nor does PMAM assume any responsibility or liability whatsoever. All investments involve risk and may lose value. This information is not intended to provide financial, investment, tax, legal or accounting advice specific to any person, and should not be relied upon in that regard. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.

This material may contain “forward-looking information” that is not purely historical in nature. These forward-looking statements are based upon the reasonable beliefs of PMAM as of the date they are made. PMAM assumes no duty, and does not undertake, to update any forward-looking statement. Forward-looking statements are not guarantees of future performance, are subject to numerous assumptions and involve inherent risks and uncertainties about general economic factors which change over time. There is no guarantee that any forward-looking statements will come to pass. We caution you not to place undue reliance on these statements, as a number of important factors could cause actual events or results to differ materially from those expressed or implied in any forward-looking statement made.

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There is no guarantee that a hedging strategy will be effective or achieve its intended effect. The use of derivatives or short selling carries several risks which may restrict a strategy in realizing its profits, limiting its losses, or, which cause a strategy to realize or magnify losses. There may additional costs and expenses associated with the use of derivatives and short selling in a hedging strategy.

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