Smart beats flashy any day of the week.
Verecan Pooled Funds: Depth, Expertise, and Personalized Strategy
At Verecan, we are committed to crafting investment portfolios that align perfectly with your financial goals and risk tolerance. Central to this commitment are our two meticulously managed pooled funds: the Verecan Global Equity Fund and the Verecan Global Income Fund.
Tailored Asset Allocation
We understand that each client’s financial picture is unique. That’s why we proportion the Equity and Income Funds in your account based on a comprehensive assessment of your risk tolerance, overall financial situation, and, most importantly, your goals. We take a holistic approach, optimizing your entire portfolio across all accounts. For instance, we might hold a higher proportion of the Equity Fund in your Tax-Free Savings Account (TFSA) to maximize tax-free growth, while balancing it with the Income Fund in other accounts.
The Same but Better
Verecan Pooled Funds combine our best ideas into easy-to-implement, simple investments. It’s like all the best dishes from all the best restaurants are available on one menu. Organizing our best ideas into pooled funds gives our clients material advantages that would not be available outside a pooled fund structure.
Rigorous Investment Process
Our investment team is dedicated to uncovering the best investment opportunities for you. We meet weekly to discuss and scrutinize potential investment ideas. We debate, we analyze, we argue, we review, we refute – all the best ingredients for a sound investment process. This rigorous process includes:
In-Depth Research: Analyzing market trends, financial statements, and industry dynamics. We build detailed reports and valuation models. It’s as boring as it sounds, unless you’re us!
Expert Consultations: Meeting with fund managers and companies themselves to gain firsthand insights.
Strategic Decision-Making: Collaborating to make informed investment choices that align with our clients’ best interests. Diverse perspectives provide superior outcomes.
Only after thorough due diligence does an investment make its way into Verecan Pooled Funds.
Access to Exclusive Opportunities
Size matters. By pooling resources, we provide all our clients access to high-quality investments that might otherwise be inaccessible. This collective approach ensures everyone benefits from our best investment ideas, regardless of portfolio size.
Cost Efficiency
Size really matters. Verecan Pooled Funds are designed to minimize costs. By consolidating transactions, we reduce fees and expenses, direct savings for our clients.
How We Differ from Traditional Funds
Unlike standard funds offered by major financial institutions Verecan Pooled Funds are:
Actively Managed with Personalization: We tailor our investment strategies to align with your specific needs.
Independent and Unconstrained: We are not limited to off-the-shelf products and can seek the best opportunities globally.
Client-Centric: Our sole focus is on serving our clients’ best interests, without conflicting corporate agendas.
Fee Fair: Clients pay us a fee for the advice we provide, charged directly to their account. Verecan does not collect a management fee on the Verecan Pooled Funds separately. We have strong opinions, and we feel strongly that would be wrong.
If you have any questions or wish to learn more about our investment approach, please don’t hesitate to contact us.
Verecan Capital Management Inc. is the portfolio manager of both the Verecan Global Equity Fund and the Verecan Global Income Fund (the “Verecan Funds”). Majestic Asset Management is the investment fund manager of the Verecan Funds and is responsible for the day-to-day operations, compliance and supervision of the Verecan Funds.
INVESTMENT DOWNLOAD
At Verecan, we get that investing can feel complicated, but it doesn’t have to be. We’re here to give you straight answers and strategies that fit your life, not someone else’s sales goals. No hidden fees, no conflicts—just clear advice that keeps your money working hard and smart. Our focus is on helping you stay the course, navigating market ups and downs with confidence, so you can focus on what really matters: achieving your financial goals, without the noise.
