Strategies

MWG offers two different pooled fund equity investment strategies for clients. Either of these strategies can be combined with other separately managed 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.

 

Interested In More Information on Becoming a Client?

Please fill out our Prospective Client Questionnaire here and we will contact you to set-up a virtual meeting with one of our Portfolio Managers.

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