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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

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murray wealth
steepe _ co
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TRUX
Asset ManagerFund NameStrategyFund Inception FundSERVMonthly Update
Alignvest Student Housing REITPurpose-built student accommodation (PBSA) Private Real RstateJun 2018F: ASH100
A: ASH101
PDFs
DaVinci Alternative Income FundPrivate Real EstateJun 2010F: GCC102
A: GCC999
PDFs
MWG Global Equity Growth FundGlobal High Conviction securitiesJun 2015F: TBD
A: TBD
PDFs
U.S. Bridge Loan Fund TrustU.S. Private CreditSep 2020CAD F: STE102
CAD A: STE100
USD F: STE112                   
PDFs
TruX Exogenous Risk PoolDefend during downturns, while seeking U.S. equity returns in up markets.Jan 2022F: TRU107
PDFs
WaveFront All-Weather Fund L.P.Absolute returnDec 2019WAF100
PDFs                       

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

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)

Phone: 1.604.229.9749

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