Precious Metals Equity

Managed Account

Investment Objective

We believe there is tremendous opportunity to position investors for a super cycle Precious Metals bull market. We aim to create positive risk adjusted returns that is highly correlated to key equity indices during bull markets but crucially anti-correlated in bear markets. Generating returns in all markets requires a careful hedging strategy to reduce index beta and minimize downside risk.

Investment Strategy

Accounts own 25-35 of the top performing precious metals, exploration and producing companies. Portfolios are constructed using threshold based techniques and are frequently rebalanced. Daily monitoring of holdings and strategies so that under performing positions are reduced or liquidated. In bear markets we employ hedging strategies to reduce downside exposure and option writing strategies are used to lower total portfolio volatility.

Investment Group

Client Services 778-330-3000

Key Facts

Risk Profiles

High

General Information

Manager

John Newell

Share Class

Managed Account

FundSERV Code

Inception

Apr 1, 2016

Pricing Schedule

Monthly

Currency

CAD

Hurdle Rate

No

High Watermark

Yes

Incentive Fee

20% Annually

Management Fee

2% Annually

Minimum Investment

$300,000

Latest Performance

Please Call

Themes

Deep dive corporate and market analysis to assess the potential performers in Precious Metals

Independent risk oversight to minimize downside risk exposure

Golden Triangle focus where largely under explored areas exist in the prolific producing area of approx 28,000 sq. km (close to the size of Belgium)

In depth local (British Columbia) knowledge and know-how required to spot the winners and losers in corporate structure and mining potential

About the Manager

John Newell has over 35 years experience in the investment industry with some of the largest Canadian investment firms. John is a precious metals and gold specialist – his programs follow a disciplined proprietary approach incorporating equity research, analytical frameworks and risk controls to evaluate and select long and short stocks primarily from the Canadian small and mid-cap coverage.

Important Information

The risk and return profile of this fund is not suitable for all investors. You should seek professional advice that the fund fits your investment objectives and risk tolerance. Historical returns are not an indication of future performance since fund performance can go down as well as up.

Do not use this page as the sole means to decide how to invest. There are many important factors to consider and you should seek professional advice that can assess your personal circumstances and risk appetite.

This page and website is NOT a solicitation for investment. 

Client Services 778-330-3000

About Fieldhouse

Fieldhouse offers clients a broad suite of products and strategies that are designed to deliver consistently high quality returns. 

With a choice of managed accounts, tax efficient pooled funds, hedge and overlay strategies, we have the right solutions to suit your investment objectives. 

Clients benefit from a diverse range of management styles, asset class focus and investment horizons and work with the portfolio manager to create a tailored solution that meets their investment objectives. 

This can be achieved either through a concentrated investment in a single fund, or as a diversified allocation across our actively managed programs. In addition, investment managers can refine allocations to include third party funds, to make both strategic and tactical decisions that assist in meeting the investment objectives. 

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