Funds

Lawrence Park Credit Strategies Fund

As the fixed income landscape continues to change, it is essential for your fixed income portfolio to have the ability to adapt to varying market conditions and opportunity sets. Lawrence Park Credit Strategies Fund seeks to deliver attractive risk adjusted returns through the active management of global credit, while minimizing interest rate and currency risk.

  • Generates fixed income alpha by exploiting inefficiencies in the investment grade corporate bond market
  • Technical trading-desk approach to active credit management offers low correlation to traditional equities and bonds
  • Strategic hedging of interest rate and currency risk to reduce volatility of returns
  • Nimble ability to shift between credit trading strategies with different drivers of return enables the Fund to add value in all fixed income environments
  • Targeting positive absolute returns of 6%-8% over the credit cycle with fixed income-like volatility

*NEW* In November 2018, CI Investments launched the CI Lawrence Park Alternative Investment Grade Credit Fund with Lawrence Park Asset Management as the sub-advisor. The liquid alternative fund structure of this mandate allows for investors to gain exposure to the underlying strategy of Lawrence Park’s credit hedge fund but with the operational benefits of a mutual fund.

SINCE 2012, THE FUND HAS DEMONSTRATED ITS ABILITY TO PROVIDE RETURNS CONSISTENTLY ABOVE BROAD CORPORATE BOND INDICES WITH LESS VOLATILITY

1 MonthYTD1 Yr3 Yr5 YrSince
Inception*
Lawrence Park Credit Strategies Fund0.40%6.20%4.87%5.50%5.43%5.88%
FTSE Canada All Corporate Bond Index-0.54%7.98%8.91%3.48%4.14%4.25%

Source, Morningstar, Lawrence Park Asset Management. All trailing returns are monthly as of August 30th, 2019. Performance for Lawrence Park Credit Strategies Fund is calculated using Series A.

Source, Morningstar, Lawrence Park Asset Management. All trailing returns are monthly as of September 30th, 2019. Performance for Lawrence Park Credit Strategies Fund is calculated using Series A.

Monthly Performance

Read the latest Lawrence Park Credit Strategies Fund monthly performance.

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Lawrence Park Enhanced Preferred Fund

In an asset class dominated by passive strategies, the Lawrence Park Enhanced Preferred Fund takes a unique approach to extracting value from the Canadian preferred share market by using an active and disciplined investment process.

  • A portfolio of Canadian preferred shares with a low sensitivity to interest rates and short expected maturitie
  • Selective use of leverage to enhance the running yield of the portfolio
  • Utilizing an option overlay strategy to dampen volatility through risk-off periods
  • Additional alpha generation through opportunistic relative value trading

SINCE INCEPTION IN 2015, THE FUND HAS DEMONSTRATED ITS ABILITY TO OFFER MID TO HIGH SINGLE DIGITS RETURNS WITH ONLY A FRACTION OF THE VOLATILITY OF THE CANADIAN PREFERRED SHARE MARKET

1 MonthYTD1 Yr3 YrSince
Inception*
Lawrence Park Enhanced Preferred Fund3.18%5.72%-3.65%4.01%5.57%
S&P/TSX Preferred Share Index3.34%-0.39%-10.36%3.14%2.92%

Source, Morningstar, Lawrence Park Asset Management. All trailing returns are monthly as of July 31st, 2019. Performance for Lawrence Park Enhanced Preferred Fund is calculated using Series F.

Source, Morningstar, Lawrence Park Asset Management. All trailing returns are monthly as of September 30th, 2019. Performance for Lawrence Park Enhanced Preferred Fund is calculated using Series F.

Monthly Performance

Read the latest Lawrence Park Enhanced Preferred Fund monthly performance.

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