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||November 2018||YTD Return 2018|
|Canadian Hedge Fund Index||BWHFHFI||-0.92%||-2.79%|
|Canadian Hedge Fund Index ex-Equity Directional||BWHFHFXD||-0.73%||-1.47%|
|Equity Market Neutral||BWHFEMN||+0.48%||+6.38%|
|Equity Hedge Sub-Index||BWHFEH||-0.37%||-1.09%|
|Equity Directional Sub-Index||BWHFEDIR||-1.36%||-6.09%|
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.
|Q1 CAPITAL MARKET COMMENTARY | MAR 31, 2018||Download Document|
|Q4 CAPITAL MARKET COMMENTARY | Dec 31, 2017||Download Document|
|Q3 CAPITAL MARKET COMMENTARY | SEP 30, 2017||Download Document|
|Q2 CAPITAL MARKET COMMENTARY | JUN 30, 2017||Download Document|
|Q1 CAPITAL MARKET COMMENTARY | MAR 31, 2017||Download Document|
|Q4 CAPITAL MARKET COMMENTARY | Dec 31, 2016||Download Document|
|Q3 CAPITAL MARKET COMMENTARY | SEP 30, 2016||Download Document|
|Q2 CAPITAL MARKET COMMENTARY | JUN 30, 2016||Download Document|
|Q1 CAPITAL MARKET COMMENTARY | MAR 31, 2016||Download Document|
|Q4 CAPITAL MARKET COMMENTARY | Dec 31, 2015||Download Document|
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.
|FOUNDATIONS | INSIGHT - Making the Transition to a Firm Offering Investment Advisory & Consulting Solutions | July 31, 2018||Download Document|
|FOUNDATIONS | Making the Leap to an Outsourced Chief Investment Officer | May 31, 2018||Download Document|
|FOUNDATIONS | BULLWEALTH's Invesment Advisory & Consulting Solutions working with you | May 29, 2018||Download Document|
|FOUNDATIONS | INSIGHT - What it means to be a member of an Investment Committee | JAN 18, 2018||Download Document|
|FOUNDATIONS | Good Fiduciary Oversight Enables Mission Focus and Success | NOV 2, 2017||Download Document|
|FOUNDATIONS | The Fundamentals - Transitioning to the Investment Advisory Model | OCT 12, 2017||Download Document|
|FOUNDATIONS | Top 10 Reasons Charities and Non-Profits should use the Investment Advisory Model | SEPT 26, 2017||Download Document|
|FOUNDATIONS | Welcome to BULLWEALTH'S FOUNDATIONS Articles | SEPT 7, 2017||Download Document|
|Smaller is Better as Canadian Hedge Funds Outperform Global Rivals | Nov 8, 2016||Download Document|
|Financial Post Article Citing BULLWEALTH CIO Peter Klein | JAN 22, 2016||Download Document|