The growing Gravitas family of investment products provide Investors & Advisors with specialized alternative strategies for portfolio diversification and tax management.
Available Products
Gravitas Short-Duration Flow-Through L.P. 2019:This Fund provides significant tax benefits potentially of 100% up to 135% of principal investment PLUS potential for capital appreciation through investments in the Canadian resources and associated industries. LP has an investment period of 24 months.
Gravitas Special Situations Fund (Trust):This fund provides opportunistic, managed exposure to early stage companies operating in some of today’s most exciting investment themes, while retaining a bias to resource oriented stocks. The Fund provides growth potential, useful for adding alpha within the context of a balanced portfolio. Holdings are micro-to-mid-cap companies listed on the TSX, TSX-V and CSE.
Preferred Share Series C: Available in US$ pay and CAD$, generating tax advantaged dividend income of 8% per annum for a 2 year term. The issue ranks ahead of all current and future issues providing downside protection.
Disclaimer
I am an accredited or eligible investor as defined in National Instrument 45-106.