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OUR FUNDS

Overview

We partner with select emerging investment fund managers that may otherwise remain unknown, to offer a suite of differentiated fund strategies for allocators to consider as a compliment to or replacement of current portfolio investments.

We take a strategic approach to identify and select quality funds on a timely basis that highlight the advantages of our emerging managers that can provide higher performance (from running a small fund early on, not being capacity constrained, or having a unique investment strategy), bring a new asset class to the fund market, or provide access to niche too small for larger asset managers.

Asset Management

kinsted logo dark
IMC logo
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Ascender logo
Pinnacle Lifestyles logo
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Asset ManagerFund NameStrategyFund Inception FundSERVMonthly Update
Active Mortgage FundMid-Market CDN Core & Core+ Floating Rate Real Estate DebtJan 2017
PDFs                       
Ascender Asia FundActively Managed Asia Small Cap Quality FactorJan 2022 / Dec 2012
PDFs

Kinsted Strategic Growth PoolMulti-Manager
Multi-Strategy
Private Equity
Nov 2019F:VPM658
A:VPM656
PDFs
Kinsted Strategic Income PoolMulti-Manager
Multi-Strategy
Private Credit
July 2019F:VPM458
A:VPM456
PDFs
Kinsted Real Asset PoolMulti-Manager
Multi-Strategy
Real Assets – Infrastructure, Real Estate, Timber, Agriculture
Nov 2019F:VPM558
A:VPM556
PDFs
Pinnacle Lifestyles Fund III IncorporatedRoll Up Strategy of existing British Columbia Private Camping and RV PropertiesAug 2021Corporation Class A Common Voting Shares
PDFs                       
DaVinci Alternative Income FundPrivate Real EstateJun 2010F: GCC102
A: GCC999
PDFs

Alignvest Student Housing REITPurpose-built student accommodation (PBSA) Private Real RstateJun 2018F: ASH100
A: ASH101
PDFs
WaveFront Global Investment ProgramManaged FuturesFeb 2007F: AHP1110
PDFs
WaveFront All-Weather Fund L.P.Absolute returnDec 2019WAF100
PDFs                       

Showcase Webinar Series

Kinsted Webinar The Ins and Outs of Private Assets w Brent Smith CIO

"The Ins and Outs of Private Assets"
“The Ins and Outs of Private Assets”

An Allocator Introduction to Kinsted Wealth w Jeff Howard and Royce Baker

An Allocator Introduction to Kinsted Wealth w Jeff Howard and Royce Baker

An Allocator Introduction to Kinsted Wealth w Jeff Howard and Royce Baker

An Allocator Introduction to Kinsted Wealth w Jeff Howard and Royce Baker

Kinsted Strategic Income fund introduction w Bren Smith CIO

Kinsted Strategic Income fund introduction w Bren Smith CIO

Kinsted Real Asset fund introduction wi Bren Smith CIO

Kinsted Real Asset fund introduction w Bren Smith CIO

The IMC Active Mortgage Fund (AMF) - An allocators look under the hood

Introduction to Ascender Capital with Jean Charles Tisserand

Examining the Ascender Asia Fund with Jean Charles Tisserand

Creating the Ultimate Hedge Fund - Investing for Absolute Return with WaveFront Global

TruX Exogenous Risk seeks to defend assets during downturns with US equity returns in up markets

Introduction to the Manager(s):

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.

Diffusion

Our investment fund experience has taught us that one of the oldest social science theories is very applicable to the investment fund industry. The Diffusion of Innovation Theory was developed by Everett Rogers in 1962 to explain how, over time, an idea or product gains momentum and diffuses (or spreads) through a specific population or social system.


The end result of this diffusion is that people, as part of a social system, adopt a new idea, behavior, or product. Adoption means that a person does something differently than what they had previously (i.e., purchase or use a new product, acquire and perform a new behavior, etc.). The key to adoption is that the person must perceive the idea, behavior, or product as new or innovative.

Our allocator relationships are mostly Early Adopters and the Early Majority.

Early Adopters – These are the opinion leaders. They enjoy leadership roles and embrace change opportunities. Early Adopters are also called “lighthouse” customers or visionaries as they serve as a beacon for others to follow.

Early Majority – They adopt change before the average person and typically need to see evidence like success stories from the early adopters. This group are also called pragmatists.

Factoid- we see a lot of category similarity between our asset manager clients, our allocator relationships and ourselves

Point Atkinson Lighthouse Framed by Trees

Why Work With Us

For allocators, we provide a respectful and professional relationship opportunity for your portfolio solutions to stay ahead of competitors and differentiate your business practice. We firmly believe part of an allocator’s role is to stay aware of investment trends and short list funds and asset managers to consider presenting to investors. The experience of finding one of tomorrow’s emerging manager winners today can make a significant legacy difference in both our car

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Arbutus Partners

Email: [email protected]

Phone: 1.833.367.2587 (833.FOR.ALTS)

Vancouver – 604.260.4551

Calgary  – 403.531.0169

Toronto – 905.886.9661

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