Our Investment Approach


Evidence-Based, Not Forecasting


The strategies are entirely rules-based and are developed in our in-house research department using analytical and machine learning tools. Rules must pass rigorous standards before being implemented, including the demonstration of statistical significance, proven return enhancement, and/or risk reduction, and pass fundamental financial theory and professional judgment tests. 

Delivering Global Beta


Investors often talk about Beta as being a reflection of the global and local stock markets. In today’s world, particularly with easy and low-cost access to global markets, we believe Beta should be viewed as the world's total investable assets across stocks, corporate bonds, and government bonds. We researched and built a foundational Global Beta index that serves as the Fund's benchmark.

Low Cost, Systematic Multi-Asset Investing


The power of combining a disciplined, systematic approach to a global multi-asset opportunity set allows us to build more efficient portfolios and actively react to changing market conditions. Our long-only strategies are widely diversified across geographies and asset classes.

We combine the low fees associated with systematic investing with the benefits of active asset allocation. Applying our unique value, momentum, and trend overlays between asset classes and countries, it is our belief that investors will achieve more consistent returns over the long term.

Liquid Alternative


We believe that the vast majority of information in financial markets is noise, meaning that it doesn't hold any statistical significance. Our models harness the power of data and technology to find statistically significant data relationships. Our strategies are viewed as a foundational core holding for many investors, but can also be used as a sidecar to more traditional investment strategies. Our core investment principle is to harvest equity and credit premiums to produce global balanced-like returns over time, but with significantly more downside protection. 

Our Rules-based Process

Establish and
Review Global Beta


Apply Proprietary Factors of Value, Trend, and Momentum


Ongoing Research, Monitoring and Measurement


Target Allocation Budget


Execution of Strategies


Our Rules-based Process

Establish and
Review Global Beta


Apply Proprietary Factors of Value, Trend, and Momentum


Ongoing Research, Monitoring and Measurement


Target Allocation Budget


Execution of Strategies


Flagship Strategy


The Fund invests across liquid stock, corporate bond, and government bond markets globally. It uses a systematic process to move capital between global asset classes based on valuations, momentum and trend.

We utilize a combination of global Exchange Traded Funds (ETFs) and direct holdings to get market exposures. The fund’s model runs in Canada, the US, Japan, Australia, France, Germany, Switzerland, the UK and emerging markets around the world. The fund has relationships globally and executes directly on foreign exchanges.

The allocation within the fund is anchored by a very high quality portfolio (Global Beta), but often changes significantly according to conditions in the market. The strategy is entirely quantitative and is based on proprietary in-house models that utilize the latest bleeding edge statistical and data science techniques.

The fund is a trust that is offered under OM to accredited investors in Canada and the United States. The firm also offers custom models in separately managed accounts.

Flagship Strategy


The Fund invests across liquid stock, corporate bond, and government bond markets globally. It uses a systematic process to move capital between global asset classes based on valuations, momentum and trend.

We utilize a combination of global Exchange Traded Funds (ETFs) and direct holdings to get market exposures. The fund’s model runs in Canada, the US, Japan, Australia, France, Germany, Switzerland, the UK and emerging markets around the world. The fund has relationships globally and executes directly on foreign exchanges.

The allocation within the fund is anchored by a very high quality portfolio (Global Beta), but often changes significantly according to conditions in the market. The strategy is entirely quantitative and is based on proprietary in-house models that utilize the latest bleeding edge statistical and data science techniques.

The fund is a trust that is offered under OM to accredited investors in Canada and the United States. The firm also offers custom models in separately managed accounts.

Contact Us

Get in touch to learn more about Viewpoint Investment Partners