Fund Information

Garrison Hill Macro Opportunities LP

Investment Philosophy & Risk/Return Objectives

Garrison Hill is dedicated to the preservation of investor capital as well as providing investors with superior risk adjusted absolute returns regardless of the investment environment.

Investment Strategy

The Fund employs a fundamental global macro investment strategy. The investment manager’s ideas are drawn from changes in the global environment. These can be driven by economic or monetary events, current market conditions, political change or unexpected disruptive events (such as a natural disaster).

The investment manager attempts to construct a portfolio of 5-15 unique investment ideas which are not related to one another (non-correlated). In addition, the Fund also has different investment time horizons for each investment. Positions are generally diversified across various assets classes such as equities, fixed income, currencies and commodities. The Fund is also diversified by geography.

The use of stop losses significantly reduces the risk of the Fund. The investment manager also has a rule of ensuring a monthly drawdown never exceeds 5% and will go to cash if necessary.

The investment objective of the fund is to accrete value slowly over time and limit significant drawdowns.

Investment Suitability

The Fund was established in March 2007, prior to the Financial Crisis. During this time, the Fund has generated positive returns with significantly lower volatility relative to traditional asset investments. The Fund also has exhibited non-correlated performance when measured against all major equity and bond markets.

Adding non-correlated 'alternative' investment products to a traditional equity, bond and cash portfolio can increase an investor's returns while also decreasing the overall risk of the portfolio.

The Fund is appropriate as a portion of a well-diversified investment portfolio.

Investment Availability

The Fund is offered to accredited investors and high net worth retail investors within the province of Ontario. Minimum investment is CAD $25,000. For an accredited investor definition, click here