We offer uncorrelated returns. We are not benchmarked to an index, nor tethered to the ups and downs of interest rates.
Traditional Bond Funds and ETFs
Susceptible to losses from an increase in interest rates
Benchmarked to an index with returns dependent on the market
Large size limits ability to adapt to changing market conditions
Limited in the ability to hedge portfolio risks
Narrow mandate and large institutional sizes restrict access to particular opportunities
The Algonquin Advantage
Ability to profit from an increase or decrease in rates
Returns are independent of the market’s direction
Ability to be proactive and agile in changing market conditions
Knowledge and tools to hedge unwanted risks
Flexibility to take advantage of a broad scope of market inefficiencies and opportunities
Are you an Accredited Investor?
Who qualifies as an accredited investor?
An individual who, alone or together with a spouse, owns financial assets worth more than $1,000,000 before taxes but net of related liabilities or An individual, who alone or together with a spouse, has net assets of at least $5,000,000
An individual whose net income before taxes exceeded $200,000 in both of the last two years and who expects to maintain at least the same level of income this year or An individual whose net income before taxes, combined with that of a spouse, exceeded $300,000 in both of the last two years and who expects to maintain at least the same level of income this year
An individual who currently is, or once was, a registered adviser or dealer, other than a limited market dealer
Financial institutions
Governments and governmental agencies
Insurance companies
Pension funds
Registered charities
Certain mutual funds, pooled funds and managed accounts
Companies with net assets of at least $5,000,000
Persons or companies recognized by the OSC as an accredited investor