Fund Formulations

Fortified Portfolio Solutions

At Picton Mahoney Asset Management, fortifying portfolios with the use of alternative investment strategies has been our core focus for over 14 years. We have experience managing money - long, short, and hedging positions - through all market cycles. We've implemented the same investment approach since our inception in 2004, honing it over the years (and through 2008) to help clients protect and grow capital in difficult markets.

Fund Formulations

Fortified Alternative Funds

  • Picton Mahoney Fortified Active Extension Alternative Fund

    The investment objective of the Fund is to offer investors consistent long-term capital appreciation with an attractive risk-adjusted rate of return with similar volatility to the traditional equity market. The investment strategy of the Fund is to employ a long/short equity strategy that targets a net long equity exposure of 100% of Fund assets, investing 130% of assets long while selling 30% of assets short. This approach aims to achieve, over time, 160% gross equity exposure, increasing the opportunity set to generate alpha while maintaining a market exposure similar to the traditional equity market.

    Download resources below:

    Fund at a glance (by class)
    A F
    Know your product
    Fund prospectus
    Fund facts (by class)
    A F
    Annual information form
  • Picton Mahoney Fortified Market Neutral Alternative Fund

    The investment objective of the Fund is to provide consistent long-term capital appreciation with an attractive risk-adjusted rate of return in any market condition. The investment strategy of the Fund is to employ a true market neutral equity strategy by investing in long and short positions, aiming for an average equity market beta of 0, while offering diversification and serving as a complement to typical long-biased portfolios heavily exposed to the equity market.

    Download resources below:

    Fund at a glance (by class)
    A F
    Know your product
    Fund prospectus
    Fund facts (by class)
    A F
    Annual information form
  • Picton Mahoney Fortified Multi-Strategy Alternative Fund

    The investment objective  of the Fund is to provide consistent long-term capital appreciation with an attractive risk-adjusted rate of return over a full market cycle. The investment strategy of the Fund is to utilize a proprietary multi-layered investment process based on modern portfolio construction techniques to determine its allocation, utilizing a comprehensive set of traditional and alternative asset classes, factor risk premia strategies and alpha processes. A discretionary hedge layer is available to tactically enhance the Fund’s return.

    Download resources below:

    Funds at a glance (by class)
    A F
    Know your product
    Fund prospectus
    Fund facts (by class)
    A F
    Annual information form

Fortified Mutual Funds

  • Picton Mahoney Fortified Multi-Asset Fund

    The investment objective of the Fund is to achieve long-term capital appreciation by investing primarily in global equity securities and global income securities while mitigating capital loss by engaging in hedging strategies for downside risk protection.

    Download resources below:

    Fund at a glance (by class)
    A F T FT
    Know your product
    Fund prospectus
    Fund facts (by class)
    A F T FT
  • Picton Mahoney Fortified Income Fund

    The investment objective of the Fund is to maximize total return to unitholders through income and capital appreciation by investing  primarily in global income securities while mitigating capital loss by engaging in hedging strategies designed for downside risk protection.

     

    Download resources below:

    Fund at a glance (by class)
    A F T FT
    Know your product
    Fund prospectus
    Fund facts (by class)
    A F T FT
  • Picton Mahoney Fortified Equity Fund

    The investment objective of the Fund is to achieve long-term capital appreciation by investing primarily in global equity securities while mitigating capital loss by engaging in hedging strategies for downside risk protection.

    Download resources below:

    Fund at a glance {by class)
    A F T FT
    Know your product
    Fund prospectus
    Fund facts (by class)
    A F T FT