_Private Wealth

Independent Open Architecture

Alternative Mandate

General Information :

Altervest helps you navigate through the very complex and broad alternative investment universe. 

Available in:

Managed by :

Min. investment

Approach :

Asset Class :

Managed Accounts

Multi - Managers

$ 500 000

Tailormade

Alternative

Description of strategy

Sophisticated institutions and pension funds have been integrating alternative investments in their portfolio to improve diversification and returns for decades. Through our alternative mandate you can partner with one of Quebec's leading alternative portfolio manager to build an institutional grade portfolio tailormade to your investment needs.

Altervest helps you navigate through the very broad and complex alternative investment universe to include new asset classes and investment approaches such as real assets (real estate and infrastructure), private debt, mortgages, venture capital, buyout, factoring, artificial intelligence, etc.

Our investment philosophy as a boutique firm is inclusive and gives you unconstrained access to managers. We do a thorough risk analysis of each managers, from whom we often have direct access to, given our leadership position in the industry. Capital preservation is key for us and we seek managers that show a greater ability to preserve capital than their pears. Portfolio construction also includes correlation analysis aiming to deliver more stable portfolios. Most importantly, we aim to maximize net returns (net of all fees & taxes) for our clients.

Description of strategy

This turn key hybrid portfolio mandate combines both traditional and alternative investments. Depending on market conditions, our investment experts will optimize exposure to both investment types aiming to deliver the best risk adjusted returns.

The traditional equity portion of the portfolio seeks to reduce costs by investing in ETFs (Equity traded Funds) which have greater odds of outperforming mutual funds. High conviction stock picks are added to the equity portion to add more performance (capture alpha). On the fixed income portion we seek mangers who are experts in a specific niche strategy.

Alternative investments are used as an additional diversification tool to optimize the portfolio. As a result, we aspire to create a performing and stable portfolio that can steer through challenging market conditions so you can better sleep at night.

Alternative Balanced Mandate

General Information :

Turn key mandate that consolidates traditional and alternative investments

Private Wealth

In house Products 

North American  Equities

General Information:

Available in:

Managed by :

Consultant

Inception Date

Asset Class :

Managed Accounts

Altervest

Barry Capital

July 2019

North American Equities

Description of strategy

The North American equity mandate seeks to take advantage of the unpredictable markets environments to buy quality assets at a discounted price. Strict acquisition criteria must be met prior to investing. Each investment opportunity is unique and has a precise horizon and a rigorous price target. In addition, we maintain a high cash level to take advantage of opportunities as they arise. Technical analysis is also solicited to actively manage positions and to identify ideal buying and selling points.

Description of strategy

The Canadian equity socially responsible mandate caters to investors who wish to align Environmental, Social and Governance values with their investments. The mandate screens for equities that have a minimum long-term return on investments combined with an ESG score screen. The portfolio must reach a minimum average ESG score. Although certain companies are systematically excluded (gambling, drugs and smoking), other sector exposure might be allowed but limited to the ESG leaders in their domain.

ESG Canadian Equities

General Information:

Available in :

Managed by :

Manager :

Inception Date :

Asset Class :

Eligible for registered

Altervest

Genevieve Blouin

January 2021

Canadian Equities

High Quality & Value

General Information :

Available in:

Managed by :

Manager:

Inception Date :

Asset Class :

Managed Accounts

Altervest

Alexandre Legault Frenette

February 2018

Global Equities

Description of strategy

The HV/Q mandate focuses on global equities. Our investment process combines a value investment approach and may include high quality growth stocks. HV/Q Level 2 is available only for non registered accounts. It integrates option strategies to enhance income and take advantage of asymmetric investment opportunities.