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ALTERNATIVE INVESTMENT STRATEGY SPECIALIST

Our Profile

Inflection Management is an alternative investment strategy specialist with decades of experience providing portfolio solutions to Canadian high net worth and institutional clients.

Alternative investment strategies can improve the return and reduce the risk of a traditional 60/40 portfolio.

TEAM

  • ARI SHIFF

    Founder, President

    and Chief Strategist

  • Jamison McAuley, CFA

    Vice President Investments

  • DAVID SEBASTIAN, CPA, CA

    Finance and Compliance Manager

  • Amanda Singh, CPA, CMA, CFA

  • Carla van Messel

    Director of Marketing

  • JANZEN LEE

    Analyst

Our Process

  • Access

    Best of breed investment managers found in NY and London

  • Manager Selection

    Quantitative & qualitative analysis
    Operational due diligence

  • Portfolio Construction

    Minimized cross correlation
    Tail hedging

OUR FUNDS

ISOF

Diversified “All-Weather” Strategy

• 12+ underlying investment managers
• 8–10% target rate of return
• 4–6% target volatility (1/3 of TSX TR Index*)
• Low correlation to equities and bonds

ISOF ULTRA

Diversified “All-Weather” Strategy

• 20+ underlying investment managers
• 12–15% target rate of return
• 6–9% target volatility (1/2 of TSX TR Index*)
• Low correlation to equities and bonds

View Our Current Factsheet View Our Monthly Commentary

In The News

CONTACT

Inflection Management Inc.

  • 1066 W Hastings St.
    Suite 2300
    Vancouver, BC
    V6E 3X2

  1. 604.730.9147
  2. info@inflectionmanagement.com

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