We believe investors can fortify their portfolios to achieve better risk-adjusted returns and reach their financial goals with greater certainty. Our videos give viewers a close look at our approach to portfolio construction and how our strategies fit into more traditional portfolios.

Strategy in focus: Merger Arbitrage

Portfolio Managers Craig Chilton and Tom Savage explain the objective of the Picton Mahoney Merger Arbitrage Strategy, how the strategy works, who should consider the strategy, and how to access it.

Run time: 3 min 13 sec

Strategy in focus: Absolute Alpha

Dave Picton explains how the Picton Mahoney Absolute Alpha Strategy aims to generate market-like returns without being correlated to traditional asset classes already owned within portfolios.

Run time: 5 min 15 sec

Strategy in focus: Special Situations

Using event-driven credit investing, the Picton Mahoney Special Situations strategy aims to provide a diversified return stream for investors seeking income and capital gains. Phil Mesman, Head of Fixed Income breaks down the strategy and the types of events or “special situations” that can drive the potential for alpha.

Run time: 3 min 35 sec

Picton Mahoney Fortified Income Alternative Fund

Phil Mesman, Head of Fixed Income breaks down the investment process used by his team, including hedging tools, both long and short, to help mitigate risks in the Picton Mahoney Fortified Income Alternative Fund.

Run time: 3 min 14 sec

Picton Mahoney Fortified Market Neutral Alternative Fund

David Picton explains how adding a market neutral strategy to a portfolio can improve its overall risk and return dynamics.

Run time: 4 min 39 sec

Strategy in Focus: Alpha Extension

Style diversification is one of the many ways to diversify a portfolio. David Picton discusses how an alpha extension strategy invests long in positive-change companies that have momentum attributes and shorts companies that are the opposite. This combination has historically yielded handsome risk-adjusted returns while seeking the same level of market risk as traditional equity portfolios.

Run time: 5 min

Strategy in Focus: Long/Short

David Picton explains how Picton Mahoney’s fortified investment process is used to build long/short portfolios and the potential impact of adding a long/short exposure to a traditional equity portfolio.

Run time: 4 min 28 sec

Picton Mahoney Fortified Multi-Strategy Alternative Fund

Michael White, Portfolio Manager, Multi-Asset Solutions, breaks down the four levels of fortification used to build the Picton Mahoney Fortified Multi-Strategy Alternative Fund, the firm’s one-ticket solution to alternatives exposure which utilizes all the capabilities of our investment team at Picton Mahoney.

Run time: 4 min 10 sec

Quality of Returns: Why does it matter?

At the heart of Picton Mahoney’s approach to portfolio construction is the concept of quality of returns. Our premise is that portfolios built to maximize the quality of returns generally provide investors with greater peace of mind when market volatility strikes while seeking to keep losses to acceptable levels. Learn about quality of returns and why they matter.

Run time: 2 min 08 sec