LATEST INSIGHTS
Valuation Requires Human Insights
Our investment process utilizes several proprietary quantitative systems and custom software programs for risk management, global factor rankings, and economic modelling. Business valuation, perhaps our most critical task, requires human insights...
Continue readingGold-Platinum Ratio Set to Decline
The gold-platinum ratio hit a new 20-year high of 1.46x in the first week of April. The two precious metals have diverged dramatically since 2008 when platinum hit an all-time high of $2,251/oz and the gold-platinum ratio bottomed at 0.4x. As seen in Chart 1, the gold-platinum ratio has...
Continue readingStick to Gold Bullion during Market Drawdowns
Historically, gold bullion has performed well during periods of stock market turbulence. For example, during the 2008 Great Recession, gold rose over 20% while the S&P 500 fell 57% from its 2007 peak to its March 2009 bottom. Over the course of the prior major market decline...
Continue readingGENERATION GLOBAL VALUE PRIVATE TRUST
WHAT SETS IT APART
Value Approach
As value investors we tend to be contrarian, investing in undervalued companies that we believe are temporarily out-of-favor but misunderstood. We prefer businesses with strong moats and competitive advantages, led by management teams incentivized to maximize return on capital.
Global
Canada comprises only 4% of global stock market capitalization. Our go anywhere approach provides more opportunities.Trade Optimization
Proprietary models are used in an attempt to optimize the timing of buys/sells of our investment ideas.
Market Risk Management
Proprietary models are used to monitor numerous global markets and commodities, alerting us to potential bear markets.
Economic Risk Management
Proprietary economic models are used to monitor the business cycles of the major global economies.
Multi-Asset/Opportunistic
We may consider employing short positions, option positions or other strategies, either opportunistically or for risk management, to reduce volatility, mitigate drawdowns and lower correlations to the overall market.
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ABOUT GENERATION FUNDS
Generation Funds is a fund platform established and managed by Trapeze Asset Management Inc. (TAMI). Founded in 1999, TAMI is a boutique firm providing discretionary portfolio management for institutions and high net worth individuals.