Vulcan Investments

www.vulcanassets.com

Vulcan Investments is a Toronto based Portfolio Manager, offering separately managed portfolio solutions comprising carefully selected publicly traded equity securities from Canadian, US and International markets. At Vulcan we strive towards two investment objectives; preservation of capital and generating absolute positive returns over a market cycle, typically 3-5 years. VULCAN INVESTMENTS HAS PROVIDED INVESTORS WITH A 16%+ COMPOUNDED ANNUAL RETURN SINCE 2013* Aaron Chaze CIM, President & Portfolio Manager *DISCLOSURE AROUND PORTFOLIO PERFORMANCE -Performance includes the time period prior to May 16 2014, before Vulcan was granted registration as a portfolio manager (PM) -Vulcan uses the same fully funded investment portfolio to calculate returns pre and post registration as a PM. There has been no change in the investment strategy since inception -Aaron Chaze has managed the portfolio since inception -The portfolio benchmark comprises 70.0% MSCI AC World Index, 30.0% DEX Universe Bond Index -We also compare against the MSCI AC World and the TSX Composite Index since the investment strategy is global and since clients are Canadian domiciled -Returns are gross of fees -Past Performance Does Not Guarantee Future Performance

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Vulcan Investments is a Toronto based Portfolio Manager, offering separately managed portfolio solutions comprising carefully selected publicly traded equity securities from Canadian, US and International markets. At Vulcan we strive towards two investment objectives; preservation of capital and generating absolute positive returns over a market cycle, typically 3-5 years. VULCAN INVESTMENTS HAS PROVIDED INVESTORS WITH A 16%+ COMPOUNDED ANNUAL RETURN SINCE 2013* Aaron Chaze CIM, President & Portfolio Manager *DISCLOSURE AROUND PORTFOLIO PERFORMANCE -Performance includes the time period prior to May 16 2014, before Vulcan was granted registration as a portfolio manager (PM) -Vulcan uses the same fully funded investment portfolio to calculate returns pre and post registration as a PM. There has been no change in the investment strategy since inception -Aaron Chaze has managed the portfolio since inception -The portfolio benchmark comprises 70.0% MSCI AC World Index, 30.0% DEX Universe Bond Index -We also compare against the MSCI AC World and the TSX Composite Index since the investment strategy is global and since clients are Canadian domiciled -Returns are gross of fees -Past Performance Does Not Guarantee Future Performance

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Country

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City (Headquarters)

Mississauga

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Employees

1-10

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Founded

2014

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Potential Decision Makers

  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Portfolio Manager - Global Equities

    Email ****** @****.com
    Phone (***) ****-****

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