Our Analysis

BULLWEALTH diligently researches, selects and continuously monitors third party long only and alternative managers who outperform over the long term and effectively manage their downside risk. This is at the core of our value proposition.
Investment Oversight

BULLWEALTH (BW) Indices

In the past decade the number of hedge funds in Canada has grown significantly and their performance as a group has been noteworthy. With this growth and performance has come increased interest in Canadian hedge funds by high net worth families, not-for-profit organizations and institutional investors, both in Canada and globally.

BULLWEALTH has developed proprietary hedge fund indices that are published monthly through our BW Canadian Hedge Fund Index and our strategy specific Sub-Indices. The BW Canadian Hedge Fund Index and related Sub-Indices are designed to provide a comprehensive overview of the performance of the Canadian hedge fund universe based on a database of returns for over 300 distinct Canadian hedge funds. The inception date of the Index and Sub-Indices is January 2003.

These indices help facilitate effective analysis of Canadian hedge funds versus their peers.

Index Bloomberg Code  March 2017 YTD Return 2017
Canadian Hedge Fund Index BWHFHFI +0.59% +1.53%
Canadian Hedge Fund Index ex-Equity Directional BWHFHFXD +0.43% +1.31%
Multistrategy BWHFMS +0.68% +1.63%
Equity Market Neutral BWHFEMN +1.14% +1.03%
Fixed Income BWHFFI +0.33% +2.69%
Event Driven BWHFED -0.22% +2.16%
Equity Long/Short BWHFELS +0.95% +1.96%
Equity Hedge Sub-Index BWHFEH +0.97% +1.85%
Equity Directional Sub-Index BWHFEDIR +0.94% +2.01%
Global Macro BWHFGM -1.56% +1.11%
Managed Futures BWHFMF -0.81% -4.10%
BULLWEALTH Index Detailed Methodology   |   APR 13, 2015        Download Document
BULLWEALTH Hedge Fund Index Report      |  Dec 31, 2015 Download Document
Benchmark returns contained herein are intended to provide readers with a  basis for understanding a portfolio’s historic performance in relation to comparable investments or the market segment in which the portfolio is invested.  Performance of the portfolio will vary from that of the benchmark as the securities held by the portfolio and/or their relative composition will vary from the benchmark.  A portfolio’s past performance relative to a benchmark may not be reflective of the future performance.

BULLWEALTH Research

BULLWEALTH objectively conducts diligent research, selection and continuous monitoring of third party investment managers, then produces comprehensive quarterly research reports for the group of managers we are currently utilizing to implement our client solutions.

We also publish a quarterly market commentary hi-lighting macro-economic trends occurring in the global markets.

Periodically, BULLWEALTH writes articles or "white papers" for various publications. In the case of our CIO, Peter Klein, his papers have received academic acclaim and industry awards. In 2015, BULLWEALTH was awarded the Barclay Hedge Fund Award for Best Alternative Investment Research - Canada.

FOUNDATIONS - Making the Leap to an Outsourced Chief Investment Officer  Download Document
FOUNDATIONS - How a Chief Investment Officer (OCIO) at BULLWEALTH works with you Download Document
FOUNDATIONS - THE FUNDAMENTALS: Transitioning to an OCIO Model Download Document
SMALLER IS BETTER AS CANDIAN HEDGE FUNDS OUTPERFORM GLOBAL RIVALS | NOV 8, 2016 Download Document
Q3 CAPITAL MARKET COMMENTARY | SEP 30, 2016 Download Document
Q2 CAPITAL MARKET COMMENTARY | JUN 30, 2016 Download Document
THE CANADIAN HEDGE FUND INDUSTRY: PERFORMANCE AND MARKET TIMING  | MAY 1, 2016 Download Document
FOUNDATIONS - AN ALTERNATIVE APPROACH TO INVESTMENT MANAGEMENT | APR 6, 2016 Download Document
FOUNDATIONS - ALTERNATIVE INVESTMENTS: ARE THEY RIGHT FOR CHARITIES? | APR 6,2016 Download Document
FOUNDATIONS - HEDGE FUNDS FOR CHARITIES | APR 6, 2016 Download Document
Q1 CAPITAL MARKET COMMENTARY | MAR 31, 2016 Download Document
Q4 CAPITAL MARKET COMMENTARY | Dec 31, 2015 Download Document
FOUNDATIONS - TOP 10 REASONS NON-PROFITS SHOULD USE THE OCIO MODEL | SEP 15, 2015 Download Document
FOUNDATIONS - GOOD FIDUCIARY OVERSIGHT ENABLES MISSION FOCUS AND SUCCESS | SEP 15, 2015 Download Document
FOUNDATIONS - INSIGHT: WHAT IT MEANS TO BE A MEMBER OF AN INVESTMENT COMMITTEE | SEP 15, 2015  Download Document  
FIDUCIARY ADVISORY SERVICES - CHARITIES AND NON-PROFITS | MAY 1, 2015 Download Document
THE MERIT OF TAKING A PORTFOLIO APPROACH IN HEDGE FUND INVESTING | APR 13, 2015 Download Document
THE GREAT WHITE NORTH | APR 13, 2015 Download Document
THE L WORD | APR 13, 2015 Download Document
FAULTY HYPOTHESISES AND HEDGE FUNDS   |   APR 13, 2015 Download Document
FOUNDATIONS - WELCOME TO THE INAGURAL EDITION OF FOUNDATIONS | MAR 5, 2015 Download Document
FOUNDATIONS - ENDOWMENT FUNDS CAN HELP CHARITIES FULFILL THEIR MISSION | MAR 5, 2015  Download Document  
FOUNDATIONS - BETTER INVESTMENT MANAGEMENT | MAR 5, 2015   Download Document
FOUNDATIONS - BY THE NUMBERS | MAR 5, 2015  Download Document
THE CANADIAN HEDGE FUND INDUSTRY: PERFORMANCE AND MARKET TIMING | FEB 1, 2015 Download Document

BULLWEALTH Insights

BULLWEALTH reads and reviews numerous research reports, white papers and articles on an ongoing basis. Periodically, we read a report or article that we believe supports the components of our value proposition or may be of enough interest to share.

Financial Post Article Citing BULLWEALTH CIO Peter Klein |   JAN 22, 2016 Download Document
asset allocation   |   APR 13, 2015 Download Document
How Helping Charities Boosts Assets |   FEB 6, 2015 Download Document
financial turbulence and risk management   |   APR 13, 2015 Download Document
risk budgets   |   APR 13, 2015 Download Document