Protect Yourself With Our Safe Harbour Fund Portfolio Insurance
Not having portfolio insurance exposes investors to significant financial risk, especially during market downturns. Our Safe Harbour Fund acts as a safety net, helping to preserve capital and reduce volatility. Without portfolio insurance, investors are more vulnerable to emotional decision-making and may be forced to sell assets at unfavourable prices during periods of panic or uncertainty.
MAAM Safe Harbour Fund
The MacNicol Safe Harbour Fund is the exclusive Canadian feeder fund to Lionscrest Advisors Ltd who provide access to Universa Investments L.P., an $18 billion institutional investment management firm and one of the foremost experts in managing and exploiting tail-risk (risk mitigation) since it was founded by President and CIO Mark Spitznagel and for which Nassim Nicholas Taleb is the Distinguished Scientific Advisor.
*PLEASE NOTE: NOT FOR GENERAL DISTRIBUTION – FOR INSTITUTIONAL USE ONLY
“The goal of risk mitigation must be to achieve the portfolio effect of raising the compound annual growth rate (CAGR), and thus wealth in the end user’s portfolio, by mitigating risk in
that portfolio. This has always been our focus.”
MacNicol Market Insights
Register a MacNicol Market Insights account to view our video and learn more about portfolio insurance.
Introductory Video
Risk Mitigation
- Effective risk mitigation is all about lowering losses in a portfolio and raising the rate of compounding (and thus the terminal wealth in the portfolio)
- Investor’s ability to maximize terminal wealth has been driven by the portfolio’s sensitivity to large drawdowns
- An effective risk mitigation strategy maximizes protection in bad markets, and minimizes the cost of the strategy in good markets
About Universa Investments
Universa Investments L.P. (“Universa”) is an investment management firm that has specialized in risk mitigation since it was founded in 2007 by President and Chief Investment Officer Mark Spitznagel. Spitznagel and Universa’s Distinguished Scientific Advisor, Nassim Nicholas Taleb, together began tail hedging formally for client portfolios over twenty years ago. Nassim Taleb is the author of numerous books including The Black Swan, and Fooled by Randomness.
Recognitions
Don’t just take our word for it. Have a look at the industry accolades.
Awards for Global Macro/Managed Futures/Multi Strategy
Top 3 Best 1-year Return (2020, 2017)
Top 3 Best 3-year Return (2020)
Top 3 Best 3-year Sharpe Ratio (2020, 2022)
Awards for Private Equity
Top 3 Best 3-year Return (2022)
Top 3 Best 5-year Return (2022, 2023, 2024)
Access Our Institutional Investor Insights
Growing Your Wealth Takes Patience and Strategy – We Can Help You Achieve Your Goals
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Disclaimers
FOR ILLUSTRATION PURPOSES ONLY. THE TABLES/CHARTS ARE BASED ON SIMULATED RETURNS, DO NOT REFLECT TRADING OF CLIENT CAPITAL AND ARE NOT MEANT TO FORECAST, IMPLY OR GUARANTEE THE PAST OR FUTURE PERFORMANCE OF EITHER LIONSCREST FUNDS OR OF ANY PARTICULAR INVESTMENT OR ANY INDEX, WHICH WILL VARY. PLEASE REFER TO THE END OF THIS DOCUMENT FOR IMPORTANT DISCLOSURES AND CALCULATION METHODOLOGIES.
*Hypothetical or simulated performance results have certain inherent limitations. Unlike an actual performance record, simulated results do not represent actual trading. Also, since the trades have not actually been executed, the results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated trading programs in general are also subject to the fact that
they are designed with the benefit of hindsight and are unaudited. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. Actual returns may vary for investors in Lionscrest Funds due to, among others, different management fee, arranger fee, incentive allocation rates, and the timing of investments. See end of document for certain limitations on
comparisons to an index and other information regarding calculations of returns, fees, expenses, etc.
This page is neither an offer to sell nor a solicitation of an offer to buy any securities in any fund managed by us. Any offering is made only pursuant to the relevant offering memorandum together with the relevant subscription agreement, both of which should be read in their entirety. No offer to sell securities will be made prior to receipt of these documents by the offeree, and no offer to purchase securities will be accepted prior to completion of all appropriate documentation. Past performance of a fund or partnership is no guarantee as to its performance in the future.
Any opinions expressed on this page for informational purposes.
Information and opinions presented are based on information available as of the date of this presentation. Future events, including future market events, may change the information and opinions presented. This webinar presentation as well as all materials and/or discussions associated with this webinar is for general information only and prior to making any investment decisions, you should talk to your usual investment adviser or a Portfolio Manager at MAAM.
