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An independent, partner-owned investment firm
with a focus on capital preservation
and long term growth.

Our investment approach is active, concentrated and very mindful of downside risk. The objective is to deliver consistently positive returns with relatively low volatility.

Our families are among the firm’s largest clients, invested in the same strategies as our investors, on the same terms. If you share our goals and values, we invite you to consider investing alongside us.

SEE BELOW FOR MORE INFORMATION ON OUR CORE OFFERINGS.    EXISTING CLIENTS LOGIN HERE.

 

AVENTINE CANADIAN EQUITY FUND

AVENTINE DIVERSIFIED STRATEGY

North American Value Fund Endowment Style Portfolios
Invests in a concentrated portfolio of underfollowed, catalyst rich companies with strong fundamental narratives and improving market support. The Fund may hold up to 20% of its capital in short positions and up to 10% in US companies. We target annualized returns of 12% with moderate to low volatility.

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Invests in a diversified global portfolio of assets, including alternative investments. We target annualized returns between 8% and 12% over a market cycle with minimal potential for losses greater than 10% at any time. Our core balanced portfolio has never suffered a peak to trough loss greater than 5%.

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