Investments In Focus
Invico Diversified Income Fund
Product Overview
Invico Capital Corporation is an award-winning Canadian investment fund management firm providing alternative investing and financing solutions in Canada and the U.S. Founded in 2005 with the objective of introducing alternative investment opportunities to retail investors, Invico offers a range of credit and energy financing solutions that assist corporations in pursuing strategic acquisitions, financing capital expenditures and growth programs, and supporting working capital requirements. The firm currently manages over $3.6 billion in private capital (as at Dec. 31, 2024) and is the investment fund manager for six funds, including the award-winning Invico Diversified Income Fund (“IDIF”), which has over $500 million in assets under management (as at Dec. 31, 2024).
With an over eleven-year track record of performance, IDIF offers investors an opportunity to access a well-diversified portfolio of yielding assets and monthly cash flow from a combination of credit strategies and direct participation in oil and gas wells. Over the years, IDIF’s differentiated alternative investment strategy has proven itself despite challenging market conditions; in fact, since its inception in 2013, the Fund has never missed a redemption request or monthly distribution and has issued over 130 consecutive distributions. IDIF has been recognized for excellence in the industry numerous times, including twelve top-three placements across the Best 1-Year, 3-Year, and 5-Year Return, Private Debt categories at the Canadian Hedge Fund Awards and was named one of Canada’s Top Women-Led Companies by The Globe & Mail’s Report on Business in 2025.
Investment Thesis
IDIF was established to provide investors with a high level of current income and the potential for moderate capital appreciation by investing in high-yielding investments in a well-diversified manner. Invico’s Investment Team accomplishes this via a portfolio of niche private debt and syndicated credit investments and energy working interests across North America. IDIF focuses on partnering with well-established companies and qualified management teams with a track record of success who need financing to accomplish a transformational event, such as a significant expansion or strategic acquisition.
IDIF leverages a flexible investment approach that allows it to customize financing options to fit the needs of almost any business or transaction and can enable an expedited close in as little as three weeks from the time of term sheet execution. Due to its speed and flexibility, IDIF has been able to capitalize on investment opportunities quickly and provide investors with financial opportunities that traditional banks or competitive funds overlook. While some deals are closed in heavily invested sectors, like energy and real estate, IDIF can play up its nimbleness by investing in niche markets, like energy technology and agriculture, to ensure investors have access to diversified opportunities.
Team
At Invico, we support and celebrate diversity by providing a workplace that is inclusive for all, regardless of ethnic origin, nationality, gender, age, or familial situation. We currently have a nationwide team of 52 employees who cover the disciplines of investing, accounting, sales, marketing, and operations and are proud to have a majority-female workforce, including representation at every level of the company.
Invico also has a highly experienced management team, represented by Chief Executive Officer Allison Taylor and President Jason Brooks. They co-founded the company in 2005 and have served as Portfolio Managers for IDIF since its inception. In 2021, Chris Wutzke joined the executive team after being appointed to the role of Chief Investment Officer and Portfolio Manager, having joined the company in 2019. In addition to the three Portfolio Managers, Invico’s Investment Team is well-credentialed and comes from a diverse background, with many holding professional designations relevant to their unique roles.
- Allison Taylor, MBA, PM – Allison Taylor is the CEO and Co-Founder of Invico Capital Corporation and brings over 25 years of experience in corporate finance. She is involved in investment assessment, compliance, and oversight of the firm’s managed offerings, with a background spanning pension consulting, investment banking, and M&A.
- Jason Brooks, CFA, PM – Jason Brooks is the President and Co-Founder of Invico Capital Corporation with over 25 years of experience in private equity and debt financing. He leads the structuring of complex transactions for Invico’s managed offerings and has a background in M&A advisory and corporate finance.
- Chris Wutzke, CPA, CA, CFA, PM – Chris Wutzke is the Chief Investment Officer at Invico Capital Corporation and has over 30 years of senior leadership experience, including 20 years in investment management. He oversees the origination, underwriting, and monitoring of credit facilities and portfolio investments.
- David Hawkins, CPA, CA – David Hawkins is the Senior Vice President of Diversified Investments at Invico Capital Corporation and has more than 25 years of experience across the financial, industrial, and energy services sectors. He leads non-energy financing and supports the firm’s operating subsidiaries.
- Tyler Gramatovich, CFA, PM – Tyler Gramatovich is the Vice President of Investments at Invico Capital Corporation with over 10 years of experience in the North American syndicated debt markets. He focuses on corporate credit investing and secondary market opportunities.
- Sara Pettigrew, P. Eng. – Sara Pettigrew is the Vice President of Energy Investments at Invico Capital Corporation and brings over 20 years of experience in the energy sector. She oversees non-operated working interests and oil and gas financings across North America.
- Bruce Cameron – Bruce Cameron is the Director of Energy Business Development at Invico Capital Corporation with over 15 years of experience in the Canadian energy sector. He manages land negotiations, contracts, and data for the firm’s energy portfolio.
Structure of the Offering & Additional Information
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