Globevest Capital Information

Globevest Capital, a Montreal-based risk and portfolio management firm founded in 2002, built its approach around personalization of its clients' portfolios, strict control of risk and some of the industry's lowest management fees. It now manages over $800 million in assets. The firm specializes in an innovative unlevered investment solution based on equity options. The strength of Globevest Capital’s strategy resides in capital protection against stock market corrections and an alternative to stagnation. It aims at producing significant absolute returns in all market environments on a 2- to 3-year horizon. Globevest Capital is registered as a portfolio manager, investment fund manager and derivatives portfolio manager. Globevest Capital offers three funds: The Balanced Fund The Alternative Growth Fund The Secured Put Writing Fund These funds are eligible for registered accounts. They can be purchased in various Canadian financial institutions, including National Bank Financial (NBF), Royal Bank of Canada (RBC), TD Waterhouse, Desjardins Securities (VMD), Richardson GMP and others.