Investment Advisory
Benefit from our disciplined, systematic, multi-asset investing approach to optimize your wealth.
Our investment philosophy
We believe:
The key to developing successful portfolios is correctly identifying long-term structural investment themes that align with the prevailing market and macroeconomic conditions.
Diversification matters. In a world where correlations between markets have converged yet continue to change, understanding how each security will react to different market forces leads to better risk-adjusted returns.
Having a deep understanding of company fundamentals is essential to finding businesses with stable cash flows, robust earnings power, and strong long-term growth prospects.
Capital preservation is of utmost importance. The priority is to avoid high-risk situations in the portfolio by adding safeguards to minimize loss.
Risk management at all levels – from portfolio construction to security selection – is key to building long-term resilient portfolios.
Taking a collaborative approach where knowledge and different viewpoints are shared, strengthens our insights when evaluating companies.
Our Investment Approach
Macroeconomic Regime
We analyze multiple sources of information and lines of evidence to inform our view of the global investing landscape and its prevalent risks.
Asset Allocation
We seek areas with sustainable long-term growth and optimally diversify the portfolio across asset classes, regions, sectors, and currency exposures
Security Selection
We use a systematic and empirically based approach to narrow the universe, then utilize bottom-up fundamental analysis to uncover high-quality companies, with excellent growth prospects at attractive prices.
Portfolio construction
Portfolios are stress tested under a broad array of market environments to identify vulnerabilities, while correlation analysis ensures risks are balanced
Portfolio Monitoring
Ongoing portfolio monitoring is critical to our due diligence process.
Risk Monitoring
Risk is managed at all levels – from portfolio construction to security selection - is key to building long-term resilient portfolios.
Explore our strategies
Tall Oak Capital Appreciation Fund
Why invest?
To achieve long-term capital appreciation with a focus on diversification and downside protection by investing across asset classes in Canadian and global companies.
Inception Date:
August 27, 2020
Benchmark:
Blended Benchmark
Style:
Global multi-asset balanced fund
Eligible investments:
- Fixed Income
- Equities
- Alternatives
Positions:
70 to 100
Minimum Investments:
$100,000 initial
Risk:
Medium
Fund status:
Open
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Portfolio Management Team
The Tall Oak portfolio management team has decades of direct investing experience across asset classes and around the world.
Ben LEGGE
Chief Executive Officer & Chief Investment Officer
SHAWN JAKUPI
President & Portfolio Manager
Mehendi Kamani
Chief Operating Officer & Portfolio Manager
Highly qualified with a proven track record
Q1 2023
Overall Asset Allocation
Regional Breakdown – Equities
Current Positioning
Current Asset allocation is well below our long-term target of 75% for Equities and near the average equity exposure in 2022. Our decision to maintain our low equity exposure in Q1 is due to the changing economic environment and expected volatility.
Equities and Alternatives are lower, while Cash is higher. Fixed Income has increased as short-duration, high-quality Investment Grade corporate issues are much more appealing, offering attractive yields. International equity exposure is also higher given their attractive valuations.
All data as of Mar 31st, 2023.
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Q1 2023
Sector Breakdown Equities
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Q1 2023
Top 20 Equity Holdings
Top 5 Fixed Income and Alternative Positions
