Discretionary investment management providing excess returns
About Us
Wise Capital Management is a leading money manager for large pension funds, and high net worth clients who deserve a more sophisticated wealth management program than those typically offered by brokerage firms, investment advisors or financial planners. We do not charge commissions and our fees are low compared to mutual funds. The investment team is headed by Sam Wiseman, who has 30 years of investment experience and an outstanding track record of consistently outperforming benchmarks and growing client assets.
Private Client Services
For affluent individuals and wealthy families, we mutually determine an asset mix and appropriate diversification based on getting to personally know the client’s investment objectives and risk tolerance. Clients can have the benefit of doing what they do best in their professions and lives knowing a pension fund quality organization is continually managing their money. We review each client’s objectives with them annually or, more frequently, if there is a life changing event. Account holdings are held in custody and insured by large Canadian institutions. Some of our investment strategies can start with a minimum of $150,000 per person or private company.
Investment Philosophy
VALUE STYLE:
• nimble: As a small firm, we can buy virtually any name on the main stock exchanges
• price all available securities: study every opportunity, we employ computer models, and a trained investment team
• global perspective: as a global equities manager, we monitor how each idea fits with global developments
• well diversified: we hold securities in almost every sector, and have performed well under almost all market conditions
• long-term view: we have demonstrated our conviction to stay with ideas that pay off
We have high Value Added over a full market cycle (see our Public Track Record)
Equity Products
Our three investment strategies have delivered superior returns to our clients and provide excellent diversification when used in combination: Wise Capital All Cap Canadian Equity, Wise Capital Global Small Cap Equity, and Wise Capital Global Diversified Equity. Please see our Track Record for additional information on each strategy.
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If you would like to receive our quarterly commentary and firm update, please e-mail us along with your name and phone number. Please click on the links below for current market commentary.
Our All Cap Canadian Equity pooled fund NAV and performance are on the Globe and Mail's website, Globefund.com and listed in every weekend print edition.
Our December bulletin on retirement planning is available here.
Read Sam Wiseman's latest article in Benefits and Pension Monitor: "What's Driving the Markets."
Dow Jones Newswire on Small Cap Stocks, March 31, 2009
