Performance

Investment Objectives

Using our proprietary investment process, we seek strong, absolute returns in all market environments to constantly outperform over time. We adapt to changing markets through hard work and an objective to grow our clients’ wealth. We endeavour to control losses as a core investment style, shown by our rare negative years.

Annualized Performance

Net of fees, as at December 31, 2024

  YTD 1 Year 2 Year 3 Year 4 Year 5 Year 10 Year Annualized
Return
Since
Inception
Cumulative
Return
Since
Inception
Equity Mandate 26.3% 26.3% 25.1% 6.8% 9.0% 10.5% 9.1% 10.4% 1099.6%
Balanced Equity Mandate 26.7% 26.7% 25.6% 7.3% 9.7% 10.7% 8.8% 9.4% 852.0%
S&P/TSX Composite Index 21.6% 21.6% 15.8% 8.5% 12.3% 10.7% 8.5% 7.1% 455.7%

Cumulative returns since 1999

Based on initial investment of $1MM

Cumulative returns since 1999

Based on initial investment of $1MM

Returns, Year by year

Net of fees

  2024 2023 2022 2021 2020 2019 2018 2017 2016
Equity Mandate 26.3% 23.8% -22.2% 16.0% 16.6% 15.7% -4.3% 10.4% 14.0%
Balanced Equity Mandate 26.7% 24.5% -21.7% 17.5% 14.8% 14.8% -4.5% 8.2% 15.1%
S&P/TSX Composite Index 21.6% 11.8% -4.9% 24.5% 4.6% 22.8% -8.9% 9.1% 21.1%
  2015 2014 2013 2012 2011 2010 2009 2008
Equity Mandate 3.7% 8.0% 10.3% 9.9% 1.1% 21.1% 19.4% -30.4%
Balanced Equity Mandate 1.8% 6.7% 12.2% 10.4% 0.8% 19.5% 17.7% -27.2%
S&P/TSX Composite Index -8.3% 10.6% 13.0% 7.2% -8.7% 17.6% 35.1% -33.0%
  2007 2006 2005 2004 2003 2002 2001 2000
Equity Mandate 4.4% 20.9% 25.2% 11.8% 21.4% 18.3% 23.6% 20.7%
Balanced Equity Mandate 5.8% 20.4% 20.9% 10.6% 20.1% 10.3% 14.2% 16.9%
S&P/TSX Composite Index 9.1% 17.3% 24.1% 14.5% 26.7% -12.4% -12.6% 7.4%
The Performance Review (“review”) is prepared for general informational purposes only, without reference to the investment objectives, financial profile, or risk tolerance of any specific person or entity who may receive it. The source of all data is www.bloomberg.com and Wellington-Altus Private Wealth (“WAPW”). Statements regarding future performance may not be realized and past performance is not a guarantee of future performance. Performance returns represent a composite of returns for client accounts invested in these mandates. The returns do not represent the returns of any single client and the actual holdings allocation may differ from account to account. Individual account performance may differ materially from the representative performance history set out here, due to factors including but not limited to an account’s size, the length of time the strategy has been held, the timing and amount of deposits and withdrawals, the timing and amount of dividends and other income, trade execution timing and pricing, foreign exchange rates, and fees and other costs. This is not an official statement from WAPW. Please refer to your official WAPW statement for your specific performance numbers. Investors should seek professional financial advice regarding the suitability of investing in any investment strategy or security and no financial decisions should be made on the basis of the information provided here. This review does not constitute a recommendation or solicitation to buy or sell securities of any kind. WAPW does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Performance numbers noted in the review, that are prior to October 2017 cannot be verified as the account(s) were held at another Dealer Member. The information and opinions contained herein are subject to change without notice.