Since we founded TriView, our company has raised over $200,000,000 in private equity. Excluding our institutional investors, we’ve raised as an Exempt Market Dealer up to May 31, 2016, $125,375,954 since our inception.
We thought it would be appropriate for us to share with you how that money was invested.
As you can see, our product mix is quite diversified and has a balanced concentration of yield and growth investments for 2016. Although we pride ourselves as a real estate investor, we have also diversified from an original mix of 80% to 60% due to some sectors and markets in Canada. We’ve continued to keep a low concentration in the energy sector of 2% (since September 2014) but will start to review this opportunity in the fall of 2016.
We’ve added more yield producing product as we anticipated back in late 2014 that there would be high volatility and low returns in the public markets. In fact, the height of the TSX over the last 2 years was August 29, 2014 of 15,625 and the market as of May 27, 2016 was only 14,105 (TSX was off -10%). To think that 30% of our issuers target yields between 7% – 15% per annum, we’ve anticipated the volatility and the downturn in the public markets correctly by providing our clients with strong producing yield investments for a non-correlated diversified portfolio, compared to a portfolio fully exposed to the public markets such as the TSX. When you add our Hybrid investments from our shelf, over 64% of our shelf generates some kind of cash flow.
Disclaimer: This brochure is intended for information purposes only and does not constitute an offer to sell or a solicitation to buy securities. No securities regulatory authority or regulator has assessed the merits of the information herein or reviewed this brochure. This brochure is not intended to assist you in making any investment decision regarding the purchase of securities. Rather, our issuers have all prepared offering memorandums for delivery to prospective investors which describes certain terms, conditions and risks of the investment and certain rights that you may have. You should review the offering memorandum with your professional advisers before making any investment decision. This brochure and the accompanying offering memorandum are intended for delivery only to, and participation in the investment is restricted to, investors to whom certain prospectus exemptions apply, as described in the offering memorandum
The Money Talks Interviews
Sept 10, 2016 Craig Burrows speaks with Michael Campbell.
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