Westcourt Performance Portfolio

A carefully curated portfolio of best-in-class alternative assets

Westcourt Performance Portfolio is designed to provide Canadian investors access to a diversified basket of best-in-class alternative investment managers through an accessible, single-ticket solution. The Portfolio will be actively managed and provides enhanced diversification benefits to a traditional investment portfolio of stocks and bonds.

“Alternative investment funds can significantly improve the risk-adjusted return profile of a traditional portfolio and provide enhanced downside protection in turbulent markets”
Robert Janson, Co-CEO, CIO, Lead Portfolio Manager

Research and Coverage

  • Low correlation to public markets.
  • Diversified across a range of alternative asset classes.
  • Tax-efficient distributions.
  • Eligible for registered accounts.
  • Institutional-quality due diligence & portfolio management.
  • Operationally convenient and scalable.
  • Available on Fundserv.
  • Access to institutional-quality funds and pricing.

Underlying Strategies

Private

Income-Producing Real Estate

Canadian Multi-Family Apartments

Diversified multi-residential apartment portfolios across North America. Designed to provide consistent, stable total returns through capital appreciation and yield, with low correlation to the broader public markets.

Role: Capital preservation, inflation protection, tax-efficient income, long-term growth

Private Equity

Global Mid-Market Direct Buyout

Open-ended, global private equity strategy providing access to a well-diversified, seasoned portfolio of direct, primary and secondary private equity assets.

Role: Capital preservation, long-term growth, public equities substitute

Real Assets

Value-Add Infrastructure

Self-Storage Properties

Canadian Farmland

Open-ended, global value-add private infrastructure strategy providing access to a portfolio of direct, primary and secondary infrastructure assets across high conviction themes. Portfolio of North American self-storage properties and a diversified portfolio in Canadian farmland. These strategies are income- and growth-oriented, economically defensive/resilient assets with a focus on capital appreciation and generating predictable, steady cash flows and protecting capital across business cycles.

Role: Capital preservation, inflation protection, tax-efficient income, long-term growth

Private Debt

Private Debt

Factoring & Asset-Based Lending

Open-Ended, Global Private Equity Strategy
providing access to a well-diversified, seasoned portfolio of direct, primary and secondary private equity assets.

Role: Capital preservation, tax-efficient income, long-term growth

Public

Credit

Long/Short Credit, Structured Notes

Actively managed alternative public credit managers that aim to deliver attractive long-term risk-adjusted returns with little to no dependence on the direction of interest rates. Actively managed basket of customized structured products with asymmetric return profiles.

Role: Liquidity, income, risk management

Arbitrage

Event-driven arbitrage

Actively managed alternative public equities managers that aim to deliver attractive long-term risk-adjusted returns by focusing on event-driven strategies that have little to no dependence on the direction of equity markets.

Role: Liquidity, long-term growth

Track Record

Growth of $100,000

ITD

9.73%

Inception to date

Compounded Returns

Westcourt Performance Portfolio

1M
0.67%

3M
2.26%

6M
4.89%

YTD
1.80%

1Y
9.90%

3Y
7.16%

5Y
–

ITD
9.73%

*Data as of December 31, 2024. The performance scenario herein is being provided for illustrative purposes. The performance data provided assumes reinvestment of distributions only and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any investor that would reduce returns. The returns set out herein are not an estimate or forecast of future performance. NO REPRESENTATION IS BEING MADE THAT WPP WILL ACHIEVE RETURNS SIMILAR TO THOSE SHOWN.

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