OUR FUNDS

Institutional Mortgage Capital:

We are pleased to introduce you to our private debt specialist focused on the Commercial Mortgage space in Canada. 

Upon reviewing the IMC story, and looking at the firm’s Active Mortgage Fund (AMF), we are confident you will come to the same conclusion we have, which revolves around some key characteristics: 

• Great “pedigree” and longstanding expertise and track record in the space 
• Well entrenched industry participation and contacts, enabling meaningful sourcing opportunities, as well as allowing for an excellent track record of both origination and risk management 
• An attractive yield level for the risk assumed, with no duration risk to speak of, given the “floating rate” nature of the portfolio + ultimately, an impressive track record of both attractive returns, at the cost of negligible volatility. 

The key conclusion? IMC has both the history of success and processes / infrastructure in place to scale up from here – as well as the opportunity to do so immediately ahead. 

In a nutshell, IMC fits the key Arbutus criteria of being both “good and different”.  

AMF – an attractive complement to your Real Estate related exposure overall, allowing you to entrust specialists with both diversifying your exposure across Canada and across sub- categories of Commercial Real Estate, as well as – ultimately, looking to either earn attractive cash returns, or compounding same at an attractive rate. 

Ascender Capital

• is a Small Cap Asia focused manager
• Ascender looks for opportunities – opting to “pounce” when dynamics have conspired to throw the valuation of its target out of whack with their longer term fundamentals
• Ascender is a manager entirely focused on a bottom up approach, looking to quality and value as core elements of its discipline, to which it seeks to add companies that a) don’t require capital b) generate strong cash flows c) aren’t covered – which represents a significant pool of opportunities for its PMs and analysts
• It should be noted that in addition, Ascender includes Japan into its “universe”, and typically will look to asset light / service oriented businesses with meaningful “moats”

Combined, these attributes justify for us the notion of Ascender being both good, AND different – the key characteristics entering into our decision process at Arbutus, when deciding to work with a manager 🙂

Kinsted Wealth

Kinsted Wealth is looking to lead the charge when it comes to providing Canadian Allocators/Advisors and their clients with access to institutional grade quality multi-manager private assets; namely private equity, private debt and real assets.

Offering 3 distinct pools (Real Assets; Strategic Equity; and Strategic Income), Kinsted builds diversified portfolios for each, providing access, due diligence, and portfolio construction that its own private clients have accessed for close to 5 years already.

In a world where “access”, relationships, robust due diligence and analytics are key, we expect Kinsted to lead the industry toward greater adoption of “privates” – which allows Canadian Allocators/Advisors to access enhanced diversification; attractive returns (including “illiquidity” premium); and ultimately strong risk adjusted returns.

Your book, and your clients’ portfolios will potentially be better off as a result of including “privates” into the mix is our view. Being able to access the diversification, access, and due diligence performed by Kinsted can make Private Assets more attainable for all investors –  and further the democratization of access to alternative asset and strategies.

In our books, the above is what makes “good and different” as an asset manager to consider  – you’ll agree, we trust.