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.

You are presently logged into the advisor portal. Click here to logout.

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.
  • Fund Code: BMI 105, Management Fee: 1%

Marketing support downloads:

BMO Advisor Portal

Architect: Barrantagh Canadian Income SMA mandate (minimum $75K)

  • Fundamental value style, dividend focus, capital preservation
  • Canadian Equities – 20-40 stocks
  • Low turn-over, yield focus (4%)
  • 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 (3%)
  • Diversification: Minimum 7 GICS sectors

Architect: Barrantagh Small Cap Canadian Equity Mutual Fund (minimum $1K)

  • Replicates the SMA mandate in holdings, weights & yield.
  • Fund Code: BMI 105, Management Fee: 1%

Marketing support downloads:

RBC Advisor Portal

A+: 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

A+: Barrantagh Small Cap Canadian Equity Mutual Fund (minimum $1K)

  • Replicates the SMA mandate in holdings, weights & yield.
  • Fund Code: BMI 105, Management Fee: 1%

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 (3%)
  • Diversification: Minimum 7 GICS sectors

Marketing support downloads:

RichardsonGMP Advisor Portal

SMA: Barrantagh Total Equity mandate (minimum $150K)

  • Fundamental value style, capital preservation
  • Focused Global and Canadian Equities – 20-40 stocks
    • Global leaders + Special situations
    • Benchmark: 50% MSCI World/50% S&P/TSX Composite
  • Diversification: Minimum 7 GICS sectors
  • Low portfolio turnover

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 (3%)
  • Diversification: Minimum 7 GICS sectors

Barrantagh Small Cap Canadian Equity Mutual Fund (minimum $1K)

  • Replicates the SMA mandate in holdings, weights & yield.
  • Fund Code: BMI 105, Management Fee: 1%

Marketing support downloads: