The Small Cap Value Portfolio

 

The Small Cap Value Portfolio is designed for investors who want to grow capital over the long-term. Investors are comfortable with higher than average volatility and a long term outlook. Our investment approach focuses on under-the-radar deep value Canadian and US companies. We seek out unique opportunities with substantial asset values that are under-appreciated or misunderstood by most investors. We invest only in our best ideas. Read more about our investment philosophy here.

Before investing, we offer all clients a comprehensive financial planning and tax review.

 

Portfolio Performance as of September 2019

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Compounded Annual Return (%)
1 Year 2 Year 3 Year 5 Year Since Inception
Small Cap Value Portfolio -43.0 -31.9 -21.4 NA -8.3
S&P/TSX Small Venture Index -21.2 -15.4 -11.3 NA -4.5
Returns are annualized for periods of more than twelve months

We periodically accept new capital into the portfolios.
Contact Ben Kizemchuk bwk@wprivate.ca for information.


Interested investors may signup for our monthly portfolio commentary: 

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Portfolio inception date is January 1, 2015. The statements and statistics contained herein are based on material believed to be reliable, but are not guaranteed to be accurate or complete. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance. The returns of the model portfolios shown are subject to inherent risks and limitations, and they may differ from actual client results due to rounding, cash balances, the timing and amount of deposits and withdrawals, the timing and amount of dividends and other income, and fees and other costs. The trading prices for securities in the model portfolios may differ from the trading prices in clients’ portfolios. Clients should use their official client statements for complete reporting. Investors should not take this example or the model performance returns as an indication, assurance, estimate or forecast of actual or future results. Please consult your own legal and tax advisor. Particular investments or trading strategies should be evaluated relative to each client's objectives. Wellington-Altus Private Wealth and its affiliates and related entities are not liable for any errors or omissions in the information or any loss or damage suffered.

The information contained herein, does not constitute an offer or solicitation to anyone in the United States or in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation.

Wellington-Altus Private Wealth  - Member Canadian Investor Protection Fund.