Geoffrey Norman Phipps

Provides brokerage services

Picton Mahoney's investment approach is based on computer-driven quantitative analysis. They offer an array of innovative products, including Canadian and global funds, as well as multi-style Canadian and global style management funds. Their systematic approach to security selection and portfolio construction underlies all their investment solutions, regardless of investment type or geographic mandate. For every strategy, they employ the use of leading technology, fundamental research, credit analysis and sophisticated risk controls to maximize risk-adjusted return potential for their clients. Some of Picton Mahoney's general investment strategies include: long investing, short selling, pairs trading, private placements and IPOs, long/short investing, derivatives, and leverage. The allocation for a typical balanced portfolio in Canada is 60% equities and 40% fixed income and cash, but has over 93% exposure to equity risk.

Curvature employs a suite of sub-strategies premised around the concept of reflexive change. Reflexive change can be a source of alpha when the market fails to properly price self-reinforcing developments or characteristics. The Curvature team looks to capture these inefficiencies and generate alpha through the identification of long candidates that are exhibiting positive fundamental change and short candidates exhibiting negative fundamental change. The Curvature funds typically have a slightly negative correlation to equity markets, with significant return generation potential during risk off periods and are often best paired with an investor’s existing long only investments as a form of improving portfolio efficiency and risk metrics.

Functions as a College/University