TWC Risk-Managed Canadian Energy Fund

A safer way of owning Canadian Energy - Less Risk, More Return

Our clients have exclusive access to the TWC Risk-Managed Canadian Energy Fund.  The Fund provides a solution for those investors looking to own Canadian-focused oil & gas stocks but don't have the expertise and/or the resources to manage the risk that comes with owning the sector.

Directly benefit from our:

• Local expertise & extensive industry contacts in the Canadian Energy market. There are few firms offering a hedged energy product situated in Canada and even fewer in the heart of the Canadian oil patch.

• Over 30 years of experience. Our two Founding Partners have over 30 years of combined experience in managing portfolios and providing high quality equity research to institutional clients in Canada, the U.S. and Europe.

• Managing the risk while maximizing the return. The fund utilizes a proven proprietary risk-management process that targets superior risk-adjusted returns in the energy sector.

• Tax-efficient income. The fund’s risk-management and investment process also generates very attractive income that is taxed at a capital gain rate.

• Access to high-quality, hard-to-get deal flow. The fund has the ability to directly participate in the private oil & gas market.

• Accountability. TriVest maintains the highest level of industry licensing as Investment Counsel and Portfolio Manager (ICPM), and Investment Fund Manager (IFM). The fund also has a third-party Custodian, Trustee, Auditor and Fund Administrator.

• Reasonable and aligned fee structure. The fund has an industry competitive fee structure that is aligned with the investor.

•  Low investment minimum of $100,000 and RSP eligible.