Company Summary
Wise Capital Management Inc. is a leading money manager for large pension funds, and high net worth clients who deserve a more substantive wealth management program than those typically offered by brokerage firms, investment advisors, or financial planners. Our best clients are informed clients. The investment team is headed by Sam Wiseman, who has 34 years of investment experience and an outstanding uninterrupted track record of managing long term equity and risk. As we are primarily an institutional money manager, we employ high quality systems, tools, and processes.
Wise Capital Management was recognized by Benefits Canada as the fastest growing money manager under $1 billion in assets in 2011.
We voluntarily have our performance verified.
Source: Wise Capital Management
Unique Value Proposition
Investment Philosophy
Value Style
Nimble: As a small firm, we can buy virtually any attractive stock for our clients, while larger firms cannot. This has added higher returns over several years.
Price all available securities: Our investment team is trained in fundamental analysis; we study every opportunity and employ proprietary computer analysis to give us an advantage.
Global capabilities: Our firm covers global securities, enhancing our fundamental knowledge and perspective over our peers.
Well diversified: We hold securities in almost every sector, and have performed well under almost all market conditions.
Long-term view: We have demonstrated our conviction to stay with ideas that have paid off over time.
Wise Capital All Cap Canadian Equity
The All Cap Canadian equity strategy captures the Canadian value style using a disciplined investment process assisted by a time-tested quantitative model that prices the fundamental value of all securities. We also thoroughly examine financial statements to search for ignored value or potential problems. We speak to outside industry experts as well as the company management. Our objective is to find quality companies whose stocks are not widely followed and are under-valued by the market.
For the Offering Memorandum for Wise Capital All Cap Canadian Equity Fund, go to the website.
Outperforming the very strong Canadian market since inception
Eligible for RRSPs, RIFs, and trusts. Available in pooled fund form and for separately manage accounts. Custodian is a major Canadian institution.
Wise Capital Global Diversified Equity
Around the globe, we buy undervalued stocks and commodities. This investment strategy dramatically adds global exposure, and diversifies any Canadian portfolio. We utilize fundamental and behavioural research. Sam Wiseman has successfully managed international equities since 1990, while at a major pension fund. It is held in custody by a large institution as a segregated account, with all holdings registered to the owners. Wise Capital treats all participants in the strategy equally.
Designed to diversify Canadian equity holdings
Substantial outperformance of MCSI World Index and the S&P 500 since July 2001 inception.
Excellent diversification for your Canadian investments with broad exposure to global markets by
investing in USA, Europe, Asia, the Emerging Markets, and major commodities.
Eligible for RRSPs, RIFs, and trusts. Custodian is a major Canadian institution.
Wise Capital Global Small Cap Equity
The Wise Capital Global Small Cap Equity product is open only to qualified, long-term investors. We select quality, up and coming companies across the world whose stocks are not widely followed and are under-valued by the market. This is a relatively aggressive equity strategy, with higher expected returns than other strategies over a long period of time. The small cap segment of the market is less efficient, so our state-of-the-art research generates a substantial advantage.
Outperforming the MSCI world small cap index since January 2001 inception, gross and after fees.
It is held in custody by a large institution as a segregated account, with all holdings registered to the owners. Wise Capital treats all participants in the strategy equally. The strategy is also available with a Canadian focus in a fund offered by another institution. Call for details.
Wise Capital High Yield
For situations requiring income, where the family or company invests at least 750K
Current yield of 5.5% (January 2013). Diversified in a quality portfolio of undervalued income earners,
including preferred shares, energy trusts, REITs, bonds, and high dividend securities.
Strategy has one-third the volatility of the equity market, with the same volatility as the corporate
bond market.
Very defensive in providing downside protection: In 2011, the TSX was down 8.7% but High Yield was
up 5.5%. In the second quarter, the TSX was down 6% whereas High Yield continued to receive uninterrupted income, and was up 1%.
Outperforming the DEX Universe Bond Index after fees.
We can send cheques to any Canadian bank account.
Source: Wise Capital Management
AUM ($Bil)
0.2
Year Founded
1990
Key Personnel
Sam Wiseman, Chief Investment Officer
Chavdar Russev, Portfolio Manager
Address
2 Carlton Street, Suite 1717
Toronto, Ontario
M5B 1J3