Advised Funds

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Units of the Fund are available under exemptions from the prospectus requirements in accordance with the National Instrument 45-106 Prospectus and Registration Exemptions and are, therefore, only available to qualified investors.

The Rivemont Long Short Fund is an alternative fund that aims to offer investors positive returns in all market conditions while maintaining a low correlation with traditional asset classes such as stocks and bonds. The Fund is available to Rivemont clients and investors through their advisor or broker.

The Fund’s holdings include equity securities traded on U.S. and Canadian markets. The Fund is long/short, meaning that the manager buys (long positions) securities of companies with upside potential, and sells short (short positions) securities of companies with downside potential.

The Fund is particularly well-suited to affluent clients seeking to diversify their portfolios in an investment with the potential for positive returns in bear markets. By allocating to the Fund for a diversified or equity portfolio, the portfolio can potentially outperform over time, while being better able to weather periods of market stress and crisis.

The Fund is readily available to external advisors and brokers via the Fundserv platform.

 

We believe that the stock price does not always reflect its intrinsic value: it is influenced by a number of factors, including several cognitive biases on the part of investors.

It is possible to make investment decisions based on these recurring behaviors.

1

The markets are not efficient.

2

The trend of stock price last longer than we might think.

3

It is important to maintain an healthy diversification.

4

It is essential to pre-establish sound constraints in order to properly manage risk.

 

Our investment methodology for stock selection and portfolio construction is entirely top-down. As a first step, we will analyze the market as a whole, then the behavior of the activity sectors and finally we will settle our choice on the most attractive securities. We use a set of well-defined rules for the purchase and sale of securities, which enables us to eliminate all cognitive and emotional biases from the management of your portfolio.

One of the great advantage of our methodology is that it enables the Fund to be heavily underweighted and likely negatively exposed to equities when the stock market drop or crash, which can not only prevent significant losses but also provide an opportunity for positive returns in a challenging market environment.

Markets Analysis

Bullish or bearish markets? Since when?

Sectors Analysis

Which sectors display the greatest upward or downward potential?

Securities Analysis

Which securities are prone to have the best return?

 

The Rivemont Absolute Return Fund contributes in five ways to a diversified or stock portfolio.

Absolute Return

Absolute return: The strategy offers the potential for positive returns in both bull and bear markets.

Target positive returns in bear markets.

Positive monthly return when the S&P/TSX Composite Index is down.

Diversification

Low correlation to traditional asset classes.

Negative correlation against the S&P/TSX Composite Index.

Risk/return Profile

Its characteristics make it possible to increase a portfolio’s total return while maintaining the same level of risk.

Flexibility

Dynamic adjustment of the net exposure to the markets based on their attractiveness.

Complementarity

The methodology used is complementary to the one used by most investment managers.

 
Structure
Mutual Fund Trust
Units
Private placements, accredited investors only
Investment Fund Manager
Rivemont Investments inc.
Investment Advisor
Rivemont Investments Inc.
Eligible for RRSP and TFSA
Yes
Valuation/subscriptions/redemptions
Weekly
High Water Mark
Yes
 
Administrator
SGGG Fund Services
Registrar
SGGG Fund Services
Prime brokers
NBCN, Interactive Brokers Canada Inc.
Auditor
KPMG
Legat Advisors
Fasken Martineau
Trustee
TSX Trust Company

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