Episode Summary
Recorded live on June 3 in Victoria, Nicola Wealth Advisor | Client Relationship Manager, Chris Warner, hosts a timely discussion on the forces shaping today’s investment environment.
- Ben Jang, Portfolio Manager, Investment Strategist, opens with a compelling analysis of the four key indicators that have preceded every bear market over the past 200 years, and why all four are now in play.
- Shaun Blythen, Vice President, Real Estate Investments & Portfolio Strategy, provides an update on Nicola Real Estate’s development activity in Victoria and discusses the long-term role of real estate in diversified portfolios.
- Ashley Ng, Senior Director, Head of Infrastructure Investments, closes the conversation with a look at the role of infrastructure within private capital and how the asset class has historically demonstrated resilience through various market conditions.
Together, these insights highlight how a thoughtful, multi-asset approach can help investors remain resilient and well-positioned, even as conditions shift.
Read the recap and key takeaways from the event.
13:42 - 13:47 - 8.1% annualized return for Nicola Core Portfolio Fund. Ranking by 10-year Return as of Dec 31, 2024. Compared against AIMCO, BCi, CDPQ, CPP, HOOPP, OMERS, OTPP, PSP. PSP and BCi as of March 2024.
14:47 - 14:58 - Total Portfolio Returns (Dec 1986 - June 2024, Equal Weighted %). Outperformance in reference to TSX Composite.
14:58 - 15:08 - Annualized Volatility (Dec 1986 - June 2024). Outperformance in reference to TSX Composite.
17:27 - 17:34 - Nicola Canadian Real Estate Limited Partnership; inception date: Dec 2005. Since inception return of 8.9%
17:35 - 17:49 - Nicola U.S. Real Estate Limited Partnership; inception date: June 2010. Since inception return of 9.9%
17:50 - 18:01 - Nicola Value Add Real Estate Limited Partnership; inception date: Nov 2014. Since inception return of 11.9%
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Disclaimer
This presentation contains the current opinions of the presenter and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide legal, accounting, tax or specific investment advice. Please speak to your NWM advisor regarding your unique situation. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. NWM Fund returns are quoted net of fund-level expenses. Past performance is not indicative of future results. All investments contain risk and may gain or lose value. Projected returns are estimates only. Returns are not guaranteed. NWM is registered as a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager with the required provincial securities’ commissions in Canada. While we recognize that there may be differences between the Nicola Core Portfolio Fund and the Maple 8 pensions, this comparison is based on our assessment of shared investment characteristics between the two. For instance, the Maple 8 pensions invest in a diverse range of asset classes including real estate, infrastructure, and private markets, paralleling our own investment universe. Additionally, both focus on long-term strategic asset allocations. The performance comparisons provided in this document are based on the best available information at the time of preparation and is subject to change without notice. While we strive to ensure accuracy, we do not guarantee the completeness or reliability of third-party data, and no liability is assumed for any errors or omissions.
