Wealth is created not only in the public markets, but also by private businesses.
The Ontario exempt market raised $91.61 billion in capital in 2017. The world’s most successful institutions and high net worth investors have been investing in this space for generations and have achieved above average rates of return utilizing an asset mix combining traditional and private and alternative investments.
The largest and most successful institutions in the world like the Canada Pension Plan (CPP) which manages over $539 Billion for the benefit of every Canadian has altered their asset mix in recent years to include private/alternative investments.
Source: https://www.osc.ca/sites/default/files/pdfs/irps/rule_20181129_45-716_exempt-market-report.pdf
Invest like the most successful institutions and high net worth investors.
Look at the results:
| 1 year | 10 years | 20 years | |
|---|---|---|---|
| Yale Endowment Fund* | 0.8% | 12.0% | 11.3% |
| S&P 500 Index** | (12.4%) | 12.0% | 11.3% |
*The returns of the Yale Endowment Fund are provided for illustrative purposes only. Since the fund does not necessarily invest in the same securities as the benchmark or in the same proportion, the performance of the fund may not be directly comparable to the
benchmark. In addition, the fund’s performance returns reflect the use of leverage.
*https://news.yale.edu/2021/10/14/yale-endowment-earns-402-investment-return-fiscal-2021
**As at June 30, 2022, Bloomberg
Canada Pension Plan (CPP) current mix:
As at March 31, 2022
Source: https://www.cppinvestments.com/the-fund/our-performance/financial-results/f2022-annual-results
Other Institutions like Yale, Omers, Ontario Teachers' Pension plan have all expanded their mandate to include private and alternative investments and have achieved significant returns.
Yale Endowment
Fund
Target for June 30, 2021
Source: https://news.yale.edu/2020/09/24/investment-return68-brings-yale-endowment-value-312-billion
Ontario Municipal Employees’ Retirement System (OMERS)
As of June 30, 2022
Source: https://www.omers.com/investinghighlights
Ontario Teachers Pension Plan (OTTP)
As of June 30, 2022
Source: https://www.otpp.com/content/dam/otpp/documents/Q2%202022%20Interim%20Report.pdf
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01
Contact us
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02
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03
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Start the conversation, book a consultation with our financial team!
When interest develops and we are approached by an advice-seeking individual, we never ever conduct business at the first meeting. We simply want what you want – the opportunity without any obligation whatsoever to discover fit, function and facts before deciding on any course of action. We value the opportunity to discuss the benefits of working with us and learn about each other – this is simply a win-win. Then each party can reflect post-meeting on what course of action (if any) is best and the benefits of establishing a working relationship. Consider joining us for a discovery meeting. We offer a great cup of coffee and an educated second opinion without any obligation.
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Private and Alternative Investing as a complement to your public portfolio should be carefully considered with your Mandeville advisor.
Private and Alternative Investing is an uncorrelated asset class, which can provide a source of diversification, and dampened volatility to the rest of your public portfolio.
Private and Alternative Investing can be illiquid for periods of time (meaning you cannot redeem your investment if you need it – days, weeks, months and sometimes years).
Private and Alternative Investing can be illiquid and aims to take advantage of any “illiquidity discounts”