Maili Wong shares her perspective on the role and value of hedge funds in today’s investment landscape in this latest Globe and Mail article, highlighting how investors should evaluate these strategies beyond just fees.
In the article, Maili emphasizes that the value of hedge funds depends on how they are used within a client’s overall strategy, particularly in areas such as diversification, downside protection, and risk management.
As she notes, “The value can come from being a non-correlated asset to the rest of your portfolio, so providing risk management and diversification.” She also underscores the importance of looking beyond headline fees, adding, “The all-in cost can be quite high because expenses are uncapped and can be charged regardless of performance.”
Read the full article to learn more about how to assess hedge funds and their role in a well-diversified investment strategy.
If you have any questions about how this relates to you or your investment portfolio and financial plan, please give us a call at 778 655 2410 or email us at thewonggroup@wellington-altus.ca
Sincerely,
Maili Wong, CFA, CFP®, FEA
Senior Wealth Advisor, Senior Portfolio Manager
Wellington-Altus Private Wealth Inc.
Advising Representative
Wellington-Altus USA Inc.
Maili Wong is a senior portfolio manager and senior wealth advisor at The Wong Group at Wellington-Altus Private Wealth and the Amazon best-selling author of ‘Smart Risk.’ She has over two decades of experience in the finance industry and was named Canadian Advisor of the Year for a third time in 2025 by Wealth Professional Magazine.
