Investments In Focus
Raintree Wealth Management Alternative Strategies Fund
Product Overview
All-in-One Alternative Growth Solution: The Raintree Alternative Strategies Fund is a diversified fund-of-funds designed for investors seeking portfolio diversification beyond traditional stocks and bonds. The Fund utilizes a blend of public and private investments, targeting absolute returns and striving for positive performance in each calendar year, regardless of market conditions.
Multi-Strategy Exposure: The Fund provides access to five distinct alternative strategy categories: Real Estate, Absolute Return & Market Neutral strategies, Global Alternatives, Emerging Alternatives, and Real Assets.
Investment Thesis
Market Volatility Reality: According to market data from RIMES, and Standard & Poor’s, equity markets typically experience a 10% or greater drawdown approximately once per year on average, with recovery periods averaging 117 days. Drawdowns of 20% or more occur roughly every 6.3 years with average recovery times of 425 days. The Alternative Strategies Fund aims to serve as a ballast within a portfolio, providing returns uncorrelated to traditional equity markets while maintaining monthly liquidity.
Diversification Beyond 60/40: The Fund’s value proposition centers on providing access to private asset classes and opportunities not directly available from static long-only investment positions. By combining alternative asset classes including (but not limited to) market-neutral hedge funds, private real estate, infrastructure, farmland, music royalties, and global private equity strategies, the Fund seeks to reduce overall portfolio volatility while capturing alternative return streams.
Institutional-Quality Access: Through relationships with leading alternative asset managers, Raintree investors gain access to strategies traditionally reserved for institutional investors, packaged within a single, monthly-liquid subscription.
Team
The Alternative Strategies Fund is managed by Raintree Wealth Management, a registered Portfolio Manager across all Canadian provinces. The leadership team combines over two decades of experience in alternative investments, capital markets, and portfolio management.
- Peter Kinkaide, CFA – CEO, CIO, CCO, Portfolio Manager. Peter provides strategic leadership and investment oversight, bringing over 20 years of experience in corporate finance, M&A, and investment banking.
- Jay Bhutani – President & COO. Jay brings over 25 years of leadership in investment and wealth management, including executive roles at AGF Management Limited, where he led product development, marketing, and the launch of AGF’s ETF platform.
- Mackenze Orr, CFA – Portfolio Manager, Head of Products. Mac brings over 10 years of experience at Raintree and oversees the construction and optimization of Raintree’s multi-asset pooled funds and model portfolios.
Structure of the Offering
Class A Units:
- 8–12% Targeted Annual Total Return
- $10,000 Minimum Investment (If Part of a Combined $25,000 Investment Between Enhanced Yield Fund and Alternative Strategies Fund)
- Annual Notional Distribution (Growth-Oriented, Tax-Efficient Structure)
- Monthly Liquidity (Redemptions at Month-End NAV, T+15; 5 Business Days Prior to Month-End Required, Please See Offering Documents for More Details)
- 2.20% Annual Management Fee (Inclusive of 1.00% Dealer Servicing Fee)
- Registered Account Eligible (RRSP, TFSA, RRIF, RESP, RDSP, LIRA, LIF)
- NAV Frequency: Monthly, T+10
- Quarterly Reporting with Annual Audited Financial Statements and Online Portal Access