Thu., Mar. 12 | Hotel Rialto

Lunch N' Learn with Pathfinder Asset Management

Pathfinder Asset Management Limited was formed in 2010, evolving from a family office which began 30 years ago. Since the beginning, our focus has been the stewardship of investment portfolios for high-net-worth investors seeking strong performance and risk-managed results.
Registration is Closed

Time & Location

Mar. 12, 2020, 12:00 p.m. – 1:30 p.m.
Hotel Rialto, 653 Pandora Ave, Victoria, BC V8W 1N8, Canada

About the Event

The Presenters,

Nigel Andison, CIM is Pathfinder’s investment counsellor. With over 12 years of industry experience, Nigel has worked in the areas of investment management, business development, and insurance. Pre-retirees, business owners, and retirees rely on him for professional investment management strategies.

Rob Ballard, CFA is Pathfinder’s small and micro cap portfolio manager. Rob runs Pathfinder’s $50mm, technology focused Partners’ Fund and Resource Fund.

The Funds,

NORTH AMERICAN PORTFOLIO (5-Yr: 5.7% | 2019: 17.1%) 

Pathfinder North America is a long-only segregated portfolio of high-quality, cash flow focused large capitalization companies based in Canada and the US. The portfolio is highly customizable and often used to manage cash flow objectives and after-tax returns.

PARTNERS’ FUND (5-Yr: 15.9% | 2019: 26.3%) 

This fund invests in high-torque, early-stage companies that have the potential to generate superior returns. Our investment methodology combines top-down macroeconomic and bottom-up company-specific analysis.

REAL FUND (5-Yr: 5.8% | 2019: 15.3%) 

Pathfinder Real is a long bias fund of assets exhibiting specific qualities that allow for growth beyond inflation.

RESOURCE FUND (1-Yr: 15.0% | 2019: 15.0%) The Resource Fund is aggressive, focusing on long-term capital growth and investing primarily in the Canadian junior exploration and development space.

INTERNATIONAL FUND (4-Yr: 1.7% | 2019: 14.2%) Pathfinder International is a long-biased fund focused on high-quality, cash flowing, mid to large-cap companies with revenue exposure to developed international and emerging market.

  • Lunch N Learn

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