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specializING in Alternative Investments

COMPANY PROFILE

Inflection places significant emphasis on risk management with a focus on research depth and operational controls. Management has a significant investment in ISOF and considers investors to be partners. Therefore, its focus is on the needs of both taxable investors and private foundations, and provides extensive transparency, reporting, and communication.

Please get in touch if you have any questions.

TEAM

  • ARI SHIFF

    Founder, President

    and Chief Strategist

  • Jamison McAuley, CFA

    Vice President Investments

  • Mark Bardsley

  • Amanda Singh, CPA, CMA, CFA

  • Carla van Messel

    Director of Marketing

INVESTMENT PROCESS

  • Manager Origination

    Global network referrals, industry contacts, and strategy search.

  • Initial Screening

    Fit with ISOF’s capital preservation emphasis, defined risk/reward balance. Screen against macroecomomic opportunities and risks.

  • Due Diligence

    Fundamental, quantitative and operational reviews. Multiple levels of risk identification and review.

  • Portfolio Allocation

    Portfolio fit, diversification, investment style and market. Methodology of manager implementation and risk profile review.

  • Operating Process

    Build relationship with manager to ensure timely communications and transparency in Investment Committee debate.

  • Manager Monitoring

    Ongoing monitoring and continuous due diligence. Monitor for risks including style drift, operational risk and return inconsistencies.

  • Portfolio Monitoring

    Weekly meeting to review the macroeconomic climate, current market conditions, risks, returns, liquidity, and portfolio allocations.

  • Ongoing Screening

    Portfolio holdings and composition are subject to constant scrutiny.

STRATEGY

Inflection Strategic Opportunities Fund (“ISOF”) attempts to anticipate the significant inflection points in the markets in which it invests, and to identify catalysts with defined potential resolutions.

  • ISOF seeks to remain nimble in order to opportunistically place investments across multiple asset classes, geographies, and economic sectors.
  • ISOF strives to have a low correlation to the other asset classes likely to exist in our investors’ portfolios, in order to improve the diversity of their asset mix.
  • ISOF portfolio funds are initially viewed as either: Short-term tactical opportunities, or Longer-term investments with managers that we believe can react dynamically to various market cycles.
  • ISOF portfolio funds typically have investment minimums of $1 to $25 million.
  • ISOF portfolio holdings and opportunities are continuously monitored, reviewed and traded as needed in an effort to produce optimal portfolio returns.
View Our Current Factsheet View Our Monthly Commentary

IN THE NEWS

CONTACT

Inflection Management Inc.

  • west1066 West Hastings Street
    Suite 2300
    Vancouver, BC
    V6E 3X2

  • east36 King St. East
    Suite 400
    Toronto, ON
    M5C 3B2

  1. 604.730.9147
  2. info@inflectionmanagement.com

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