• Investment Strategies

Introduction

Alitis Investment Counsel offers a suite of investment products that are designed to provide investors with access to a broad range of asset classes and investment styles in order generate solid returns with a lower level of risk.  Each of the Alitis investments operates in its unique space, with the exception of the Alitis Income & Growth Pool:

The portfolio managers at Alitis use a combination of these investment funds to construct portfolios which best meet the objectives of our clients.

Alitis Strategic Income Pool

The Alitis Strategic Income Pool is our most conservative offering and is designed to generate a high level of income by investing fixed income products other than mortgages. This Pool is a solid option for those who need a reasonable level of income without assuming excessive risk. The Pool is managed by allocating its assets to those investment which we view as offering the best potential while still mitigating risk.  Outside managers are primarily used in a multi-manager, multi-style approach across bonds, preferred & convertible shares, private debt, and alternative fixed income strategies. Target returns for this investment is in the 3% to 5% range, after fees, in a variety of market conditions.

Alitis Income & Growth Pool

The Alitis Income & Growth Pool is a diversified offering and is designed to generate a moderate level of income and capital appreciation, providing a balanced investment approach.  This Pool combines all our individual strategies – fixed income, mortgages, stocks/equities, real estate, and alternative strategies – into one investment. We actively manage the exposures to the various asset classes and shift the allocations to take advantage of where we see the best opportunities while managing risk and liquidity. Target returns for this investment is in the 5% to 7% range, after fees, while maintaining a low level of volatility.

Alitis Growth Pool

The Alitis Growth Pool is designed to generate a high level of capital appreciation over the long term.  Management of the Pool was updated in mid-2019 and is now more actively managed through a combination of our internal approach and that used by outside managers.  This multi-manager, multi-style strategy across public stocks, private equity, commodities, and alternative equity strategies helps to moderate risk by ensuring that many investment views are combined into one investment vehicle. It should be noted that the Alitis Growth Pool contains some real estate investments which will be liquidated over time as projects are completed and sold. Target returns for this investment is 7%+, after fees, over the long term.

Alitis Private Mortgage Fund

The Alitis Private Mortgage Fund offers access to a carefully designed portfolio of select private and public mortgage investments. The Fund provides additional diversification strategies designed to add return, stabilize performance and improve liquidity. The investment objective of the Alitis Private Mortgage Fund is to generate a high level of income with relatively low volatility. Target returns for this investment is in the 6% to 7% range, after fees, in a variety of market conditions.

Alitis Private REIT

The Alitis Private REIT (“REIT”) offers access to a carefully designed portfolio of real estate related investments. The REIT will generally invest in underlying Limited Partnerships (LPs), funds and pooled products rather than individual securities; however, the REIT is not restricted from holding individual securities. The investment objective of the Alitis Private REIT is to generate a moderate level of income and a moderate level of capital appreciation over the long-term. Target returns for this investment is in the 8% to 12% range, after fees, in a variety of market conditions.

For more information on the Alitis Private REIT, read the Fund Overview.

Alitis Private Real Estate Limited Partnership

The Alitis Private Real Estate Limited Partnership (“RELP”) is a more aggressive Real Estate offering, designed to provide greater capital appreciation than the Alitis Private REIT. With a focus on newly-developed apartments, townhomes and condos, and a modest foundation of existing properties for income and stability, the RELP is designed to deliver higher returns than most other private and publicly-traded REITs in Canada. Target returns for this investment is in the 10% to 15% range, after fees, in a variety of market conditions.

For more information on the Alitis Private Real Estate Limited Partnership, read the Fund Overview.

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