Fixed income portfolios have benefited from 30 plus years of falling interest rates. During most of this time, passive “buy and hold” programs delivered returns in line with investors’ objectives. Today these traditional portfolios are challenged: both highly exposed to rising rates while priced for ultra-low yield. Marret’s core-alternative mandates are not reliant on falling rates. Our active management looks for pockets of value within credit markets, while using active risk management to hedge unwanted market risks. Volatility may be reduced, producing a smoother return stream through different market environments.
Are you a Qualified Investor?
Who qualifies as an accredited investor?
- An individual who, alone or together with a spouse, owns financial assets worth more than $1,000,000 before taxes but net of related liabilities or An individual, who alone or together with a spouse, has net assets of at least $5,000,000
- An individual whose net income before taxes exceeded $200,000 in both of the last two years and who expects to maintain at least the same level of income this year or An individual whose net income before taxes, combined with that of a spouse, exceeded $300,000 in both of the last two years and who expects to maintain at least the same level of income this year
- An individual who currently is, or once was, a registered adviser or dealer, other than a limited market dealer
- Financial institutions
- Governments and governmental agencies
- Insurance companies
- Pension funds
- Registered charities
- Certain mutual funds, pooled funds and managed accounts
- Companies with net assets of at least $5,000,000
- Persons or companies recognized by the OSC as an accredited investor