Wealth & Finance International - Fund Awards 2016

www.wealthandfinance-intl.com 37 Stratigis Capital Advisors Best Portfolio Management Boutique - Canada Stratigis Capital Advisors (SCA) is a Canadian boutique that specializes in providing fee based Portfolio Management and sophisticated strategies to high net worth individuals, family offices and wealth managers. We profile the firm and explore how it aims to offer investors the very highest level of service and products which meet their requirements. Company: Stratigis Capital Advisors Address: Royal Bank Plaza, South Tower, 200 Bay St., Suite 2925, Toronto, Ontario, M5J 2J2 Phone: +1 416 368 6002 Email: [email protected] Website: http://www.stratigis.info SCA is registered with the Ontario Securities Commission as a Portfolio Manager, Exempt Market dealer, and Investment Fund Manager, with the Autorite des Marches Financiers as Investment Fund Manager, and the British Columbia and Alberta Securities Commission as an Exempt Market Dealer. Developed with the vision to create a culture where individuals left to work on their own core competencies, but working as a team, would flourish. Leveraging proven experience with the firm’s partners has re- sulted in stronger performance and a better experience for the investor, which is the overall goal for SCA. Collaboration is key, and as such SCA partners with experienced profes- sionals who have a defined skillset and a proven track record to create products that are unique to the marketplace and offer a value added opportunity to the sophisticated investor. In order to ensure it provides the best possible opportunities, SCA selects clients carefully, working with corporate executives, medical pro- fessionals and entrepreneurs. Typically, clients are successful in their respective field and understands that they need a proven professional to manage their nest egg. They expect nothing less than high levels of expertise and professionalism from their advisor, and this is exactly what they receive working with SCA. One of the firm’s key products is the Uber Strategies Fund which seeks to exploit inefficiences and capture opportunities presented by the mar- ket while providing embedded and active tail risk protection. The Fund employs equities and options to achieve its objective. It is presented in the Canadian marketplace and is managed by experienced Portfolio Manager and the firm’s CIO Rob Celej. The Fund seeks to provide investors with above average equity returns by investing in attractive growth potential companies in the Canadian exempt market, that meet the Fund’s investment criteria and man- date. Rob and his investment team have a proven track record, and significant experience across all components of the Fund’s investment strategies. A process driven structure and methodology allows the Fund to capture returns in private equity investing, pre-IPO investing and securities trading through the facilities of regulated platforms, including the TSX Private Markets. The investment thesis intends to optimize the returns associated with this asset class investing in a shorter time horizon, effectively smoothing the J-curve return profile. The portfolio of securities is actively managed with a liquidity bias towards events such as public offerings, and cash is re-deployed in the Fund’s investment process, and is a great investment for those seeking strong, risk adjusted returns. Ultimately, modern wealth management calls for new tools, techniques and agility. The Stratigis Investment team has been successfully navigat- ing various market conditions since 1987, leveraging superior technolo- gy and proprietary trading experience in its investment decisions, which sets it up well for continued future success. LA16045