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Commentary from our Preferred Portfolio Manager

MARKET IMPACT OF CORONAVIRUS: MAY 2020

It's our hope this finds you well and safe. Given the continued impacts of the COVID-19 pandemic and the ongoing changing investment landscape we'd like to provide you with an update regarding our general view of the markets and the actions we've taken in portfolios.

May 26, 2020

Community Articles

Posthaste: Realtors say on-the-ground activity defies CMHC's 'panic-inducing' price plunge forecast

Posthaste: Realtors say on-the-ground activity defies CMHC's 'panic-inducing' price plunge forecast

May 27, 2020

Read here: https://business.financialpost.com/executive/posthaste-realtors-say-on-the-ground-activity-defies-cmhcs-panic-inducing-price-plunge-forecast

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Investors are rethinking alternative fund allocations for 2020

Investors are rethinking alternative fund allocations for 2020

May 12, 2020

Read here: https://www.wealthprofessional.ca/news/industry-news/investors-are-rethinking-alternative-fund-allocations-for-2020/329547

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The Verdict on Alternatives

The Verdict on Alternatives

May 01, 2020

Read here: https://perspectives.agf.com/the-verdict-on-alternatives/

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Liquid vs 'real' alternatives in COVID-19 era

Liquid vs 'real' alternatives in COVID-19 era

April 24, 2020

Read here: https://www.wealthprofessional.ca/investments/alternative-investments/liquid-vs-real-alternatives-in-covid-19-era/328983

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COVID-19 crisis: an alternative route for investors

COVID-19 crisis: an alternative route for investors

April 22, 2020

Read here: https://www.wealthprofessional.ca/investments/alternative-investments/covid-19-crisis-an-alternative-route-for-investors/328912

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Private Equity Firms Won’t Waste Another Crisis

Private Equity Firms Won’t Waste Another Crisis

March 11, 2020

Read here: https://www.institutionalinvestor.com/article/b1kq69qt38w0x6/Private-Equity-Firms-Won-t-Waste-Another-Crisis

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Why illiquid investments are all the rage and what you need to know about their risks

Why illiquid investments are all the rage and what you need to know about their risks

February 13, 2020

Tom Bradley: Sacrificing liquidity is a valuable investment strategy since not all your holdings need to be easily tradeable

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A 2020 vision for Canadian alternative investments

A 2020 vision for Canadian alternative investments

December 19, 2019

Portfolio manager explains why ‘the writing’s on the wall’ when it comes to adoption in retail space

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Alternatives investments are rising faster than traditional asset classes – 2020 outlook

Alternatives investments are rising faster than traditional asset classes – 2020 outlook

December 19, 2019

In this article, the autjor discusses the rising popularity of alternative investments over the last 15 years, as well as an outlook on 2020. 

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Bet the House on Inflation Wasn't Such a Bad Idea

Bet the House on Inflation Wasn't Such a Bad Idea

December 18, 2019

Bloomberg reports on the performance of Real Estate Markets throughout the 2010’s

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This alternative to stocks and bonds is gaining a following among wealthy investors

This alternative to stocks and bonds is gaining a following among wealthy investors

November 18, 2019

Read here: https://financialpost.com/personal-finance/high-net-worth/this-alternative-to-stocks-and-bonds-is-gaining-a-following-among-wealthy-investors

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STEVLOC Management Inc. has re-located its head office to Woodbridge, Ontario

STEVLOC Management Inc. has re-located its head office to Woodbridge, Ontario

November 11, 2019

WOODBRIDGE, Ontario, Nov. 11, 2019 (GLOBE NEWSWIRE) -- STEVLOC Management Inc. is pleased to announce the re-location of its head office to Woodbridge, Ontario.

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Private Equity is the New Stock

Private Equity is the New Stock

November 06, 2019

Read here: https://www.institutionalinvestor.com/article/b1hxkl33hvsqmw/Private-Equity-is-the-New-Stock

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4 ways to build your real estate portfolio without buying property

4 ways to build your real estate portfolio without buying property

October 10, 2019

This article provides insights on 4 different ways to include real estate in your investment portfolio that don't require owning a physical property.

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STEVLOC Management Inc. Appoints New CEO & CCO

STEVLOC Management Inc. Appoints New CEO & CCO

September 23, 2019

TORONTO, Sept. 23, 2019 (GLOBE NEWSWIRE) -- STEVLOC Management Inc. (SMI) recently celebrated 5 years of business. SMI has been the lead agent on 13 fully funded offerings and has raised its Assets Under Administration (AUA) to $135M. This is a major milestone achieved in SMI’s short history.  

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Kontrol Energy appoints lead agent on previously announced $5 million non-brokered private placement and receives $2 million lead order

Kontrol Energy appoints lead agent on previously announced $5 million non-brokered private placement and receives $2 million lead order

May 09, 2018

TORONTO, May 9, 2018 /CNW/ - Kontrol Energy Corp. (CSE:KNR, FSE:1K8) ("Kontrol" or the "Company") announces that it has engaged with STEVLOC Management Inc. ("STEVLOC or "Agent") to act as lead agent for the previously announced non-brokered private placement (the "Offering").

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The Housing Market: When the Fog Clears - Benjamin Tal

The Housing Market: When the Fog Clears - Benjamin Tal

November 14, 2017

There are a few lessons to be learned from recent developments in the housing market. First, markets are capable of responding swiftly to abnormal market conditions. Second, housing policy can notably impact the trajectory of the real estate market. And third, if those policies are not directed at the core issues facing the market, their impact will be temporary at best.

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Advisors turn to alternative investments for clients - Deborah Nason

Advisors turn to alternative investments for clients - Deborah Nason

October 11, 2017

New alternative investment vehicles and new platforms have become available to the high-net-worth retail sector in the past decade. Morningstar identifies three types of "alts": nontraditional asset classes, nontraditional strategies and illiquid assets. Some data show more diverse portfolios have performed better over the past 25 years than less diverse ones, but most advisors are still hesitant to add alts to client holdings.

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Seeking portfolio diversification? Try exempt market securities

Seeking portfolio diversification? Try exempt market securities

October 04, 2017

Beyond the public capital markets lurk investment opportunities you may have never encountered – securities sold privately. Businesses in need of capital raise money privately if they do not meet the criteria to list on a public exchange, or wish to avoid the time and cost of raising money in public markets.

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The New Standard: Alternative Investments

The New Standard: Alternative Investments

August 01, 2017

TD Wealth - the new standard: Alternative Investments - Monthly Perspectives Special Edition, August 2017

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