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

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
Investment Objective

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

Portfolio Management Team

The Tall Oak portfolio management team has decades of direct investing experience across asset classes and around the world.

SHAWN JAKUPI

Chief Executive Officer, Chief Compliance Officer & Portfolio Manager

Mehendi Kamani

President & Portfolio Manager

Highly qualified with a proven track record

Asset Allocation

Q3 2023

Overall Asset Allocation

Equity 71.5%

Fixed Income 17.1%

Alternatives 6.3%

Cash 5.1%

Regional Breakdown – Equities

USA 56.7%

Canada 30.4%

International 12.9%

Current Positioning

Current Asset allocation is below our long-term target of 75% for Equities.

Equities and alternatives are lower, while cash is higher. Fixed Income has increased with exposure to Contingent Convertibles, very long-dated hybrid debt instruments with attractive yields.

International equity exposure is lower as Canadian exposure increased.

All data as of Sep 30, 2023.

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Sector Breakdown

Q3 2023

Sector Breakdown Equities

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Top Holdings

Q3 2023

Top 20 Equity Holdings
Top 5 Fixed Income and Alternative Positions

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Let’s start planning your ideal financial future.