By Ian Ardill
9.5% return since inception.1
Winner of numerous awards for credit performance.2
Intrigued? I certainly was! So it was my honour to welcome back Jason Brooks, President, Co-Founder and Portfolio Manager at Invico, which has $3-billion of assets under management, including $500-million in its Invico Diversified Income Fund.
As Jason put it, “We have a view here that we are not necessarily going to be biggest, but we are going to be very disciplined. The most valuable asset we have is our return track record.
People are coming here for regular distributions – they want to know we are doing our job to protect capital, and that is evidenced by our long-term track record.”
Click to watch the full interview.
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1 (4 Class B inception date: May 26, 2021; Class C inception date: November 8, 2013. All outstanding Class C units were converted to Class B effective December 1, 2021. Class C annual compound total returns are shown until September 30, 2021, which is the last official quarterly NAV date prior to the conversion.)
2
Winner of the 2023 Canadian HF Awards – Private Debt – Best 1-Year Return – 3rd place
Winner of the 2023 Canadian HF Awards – Private Debt – Best 3-Year Return – 1st place
Winner of the 2023 Canadian HF Awards – Private Debt – Best 5-Year Return – 2nd place
Winner of the 2022 Canadian HF Awards – Private Debt – Best 1-Year Return – 1st place
Winner of the 2022 Canadian HF Awards – Private Debt – Best 3-Year Return – 2nd place
Winner of the 2022 Canadian HF Awards – Private Debt – Best 5-Year Return – 2nd place
Winner of the 2021 Canadian HF Awards – Private Debt – Best 3-Year Return – 2nd place
Winner of the 2021 Canadian HF Awards – Private Debt – Best 5-Year Return – 2nd place
Winner of the 2019 Canadian HF Awards – Private Debt – Best 3-Year Return – 3rd place
Ian Ardill, B.A., M.T.S.
Wealth Advisor
CEO, Ardill Group
Direct: 1 905 717 5698
Office: 1 905 907 7000
ian@ardillgroup.com
