Advisor Portal
Log into our Advisor Portal for access to quarterly updates, presentation materials, trading activity, performance updates and related articles on our separately managed account (SMA) mandates and/or mutual funds that are specific to your firm. If you are a registered investment advisor and require log-in credentials, please contact us.
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Aligned Capital Advisor Portal
Global Equity SMA mandate (minimum $100K)
- Fundamental value style, capital preservation
- Focused Global Equities – 20-40 stocks
- Global leaders + Special situations
- Diversification: Minimum 7 GICS sectors
- Low portfolio turnover
- American Depository Receipts (ADRs) utilized for international exposure
Barrantagh Small Cap Canadian Equity SMA mandate (minimum $40K)
- Fundamental value style, capital preservation
- Canadian Equities – 20-40 stocks
- <$2Bn, > 1% Dividend yield at time of purchase
- Low turn-over, yield focus (~3%)
- Diversification: Minimum 7 GICS sectors
Barrantagh Small Cap Canadian Equity Mutual Fund (minimum $1K)
- Replicates the SMA mandate in holdings, weights & yield.
- F Class Fund Code: BMI 105, Management Fee: 1%
- A Class Fund Code: BMI 110, Management Fee: 2%
Marketing support downloads:
BMO Advisor Portal
Architect: Barrantagh Canadian Income SMA mandate (minimum $50K)
- Fundamental value style, dividend focus, capital preservation
- Canadian Equities – 20-40 stocks
- Low turn-over, yield focus
- Diversification: Minimum 7 GICS sectors
- $43 Bn Weighted average market cap
Architect: Barrantagh Small Cap Canadian Equity SMA mandate (minimum $50K)
- Fundamental value style, capital preservation
- Canadian Equities – 20-40 stocks
- <$2Bn, > 1% Dividend yield at time of purchase
- Low turn-over, yield focus
- Diversification: Minimum 7 GICS sectors
Architect: Barrantagh Small Cap Canadian Equity Mutual Fund (minimum $1K)
- Replicates the SMA mandate in holdings, weights & yield.
- F Class Fund Code: BMI 105, Management Fee: 1%
- A Class Fund Code: BMI 110, Management Fee: 2%
Marketing support downloads:
RBC Advisor Portal
A+: Barrantagh Small Cap Canadian Equity SMA mandate (minimum $25K)
- Fundamental value style, capital preservation
- Canadian Equities – 20-40 stocks
- <$2Bn, > 1% Dividend yield at time of purchase
- Low turn-over, yield focus
- Diversification: Minimum 7 GICS sectors
A+: Barrantagh Small Cap Canadian Equity Mutual Fund (minimum $1K)
- Replicates the SMA mandate in holdings, weights & yield.
- F Class Fund Code: BMI 105, Management Fee: 1%
- A Class Fund Code: BMI 110, Management Fee: 2%
Marketing support downloads:
CIBC Advisor Portal
ICS: Barrantagh Small Cap Canadian Equity SMA mandate (minimum $80K)
- Fundamental value style, capital preservation
- Canadian Equities – 20-40 stocks
- <$2Bn, > 1% Dividend yield at time of purchase
- Low turn-over, yield focus
- Diversification: Minimum 7 GICS sectors
Marketing support downloads:
Richardson Advisor Portal
SMA: Barrantagh Global All Cap Equity mandate (minimum $150K)
- Fundamental value style, capital preservation
- Focused Global Equities – 20-40 stocks
- Global leaders + Special situations
- Diversification: Minimum 7 GICS sectors
- Low portfolio turnover
- American Depository Receipts (ADRs) utilized for international exposure
SMA: Barrantagh Small Cap Canadian Equity mandate (minimum $100K)
- Fundamental value style, capital preservation
- Canadian Equities – 20-40 stocks
- <$2Bn, > 1% Dividend yield at time of purchase
- Low turn-over, yield focus
- Diversification: Minimum 7 GICS sectors
Barrantagh Small Cap Canadian Equity Mutual Fund (minimum $1K)
- Replicates the SMA mandate in holdings, weights & yield.
- F Class Fund Code: BMI 105, Management Fee: 1%
- A Class Fund Code: BMI 110, Management Fee: 2%
