WHY CHOOSE OUR FIRM
FIXED INCOME SPECIALISTS
Our analysis parameters do not conflict with any other asset classes and the team members have an extensive knowledge in corporate bonds and analyze these investments under a capital preservation approach.
RISK MANAGEMENT
Through our internal management system, we are able to implement a market risk control while respecting, to the fullest, the clients management needs.
PARTNERSHIP APPROACH
Our relationship with clients is viewed as a partnership where we aim to involve them in the strategy, the investment decisions and any related topics. In addition to our financial market analysis, our role extends to the charities they hold dear.
EXPERIENCED AND DEDICATED TEAM
Collectively, our team members have many years of relevant experience and bring a wealth of diverse but complementary knowledge.
FLEXIBILITY
Given the modest size of the Canadian bond market, we believe it is advantageous to remain a player whose assets under management remain at a manageable size. This advantage translates into increased flexibility that allows us to properly execute investment strategies and fairly allocate trades between clients.
PORTFOLIO COMPLIANCE
Through our internal system, we validate compliance on a real-time basis. Our clients investment policies and constraints are paramount. We offer to retain a major auditing firm to produce a certificate testifying compliance with the investment policy and constraints.
5 DIVERSIFIED SOURCES OF ALPHA
To achieve our clients objectives, we use five sources of added value which, when combined, increase the risk-reward ratio of the portfolio. The use of a budget risk allows us to dynamically optimize our allocation across different sources of alpha.
GIVING BACK TO THE COMMUNITY
Through various organizations, members of AlphaFixe are directly implicated in supporting causes that aim to help the community.
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ÉDUCAIDE
In recent years, AlphaFixe's team members worked closely with Educaide, an educational assistance fund established to offer financial support to students from less privileged backgrounds. The fund distributes grants so they can complete their high school education and pursue post-secondary studies, if such is their wish. To Learn More
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FONDATION INTERNATIONALE DES CULTURES À PARTAGER (FICAP)
In recent years, AlphaFixe Capital has been directly involved with this organization with the goal of collecting books in Quebec in order to redistribute them in developing Francophone countries. Thus, the Foundation promotes education, learning and reading. To Learn More
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L'AUBERGE DU COEUR L'ENVOLÉE
L'Auberge du coeur L'Envolée, which Julie Premont is a member on the Board of Directors, has the fundamental mission to promote the development of a more equitable and welcoming space for less fortunate teens and young adults in the Laval region. To Learn More
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FOUNDING PARTNER
AlphaFixe Capital is now a founding partner with 'Ti-Mousse dans Brousse'.
'Ti-Mousse dans Brousse' helps young families to enjoy nature and outdoor activities by informing them, inspiring and motivating them, creating unique opportunities in order to enjoy all the benefits of being outdoors in the safest way. 'Ti-Mousse dans Brousse' is the art of enjoying the outdoors with toddlers, transforming little things into grandiose moments. To Learn More
