MWG offers two different pooled fund equity investment strategies for clients. Either of these strategies can be combined with other segregated funds (both equity and debt) to create innovative investment solutions unique to each client. We will work closely with you to completely understand your investment needs and goals to ensure that you have the ideal solution.
All of our investment approaches utilize the same rigorous research and selection process. In-depth fundamental research drives our decision-making team as we seek to identify high-quality companies that have exhibited financial and operational success along with above-average growth metrics. Identifying strong management teams is essential prior to investing.
MWG pooled fund investments are intended primarly for accredited investors, as defined in NI 45-106. They must meet either an income test or financial asset test. The individual must either (1) have made at least $200,000 each year for the last two years ($300,000 with his or her spouse if married) and have the expectation to make the same amount this year; or (2) have financial assets exceeding $1 million (excluding primary residence); or have net assets of at least $5 million (including net value of primary residence).