About Lakeview

Who We Are

 We are an investment management company dedicated to providing absolute return portfolio solutions. Lakeview currently offers Canadian investors with access to absolute-return focused investments in a variety of asset classes to complement and further diversify most portfolios.

Our Beliefs

They say everything is relative. We don’t believe that should apply to your investments. At Lakeview Asset Management, we focus on absolute returns. That is, we offer clients investment solutions aimed at providing a positive rate of return, not performance relative to an index. We offer absolute confidence.

Our clients look to us to protect and grow their money. For us, the only measure of success is a positive return. It is our commitment to absolute performance that our clients place their confidence in. They entrust us to provide them with downside protection while working to grow their capital.

Our Funds

Every Lakeview mutual fund meets the following four criteria:

  1. Absolute return focus. Our portfolios are focused on protecting and growing capital. We aim to provide strong absolute returns instead of simply aiming to outperform relative to a benchmark.
  2. Capital protection. Through the use of stop losses, we will not hold stocks that have lost ground and fallen below their pre-determined target price.
  3. Defensive use of cash. Our portfolio managers use cash tactically to protect portfolio value during periods of market weakness.
  4. Nimble. We have identified capacity limits for each of our funds to ensure they do not get to a size where it becomes difficult to generate returns.

For more information on our current fund offerings, please click here.

Our Managers

Lakeview managers are chosen for demonstrating excellence in their respective discipline and a commitment to our absolute focus on capital growth and preservation.

Our managers meet the following criteria:

  1. Accessible. Through monthly advisor conference calls and quarterly investor calls, our portfolio managers provide regular updates on their views of the market environment and outlook/strategy for the funds to keep advisors and clients informed about their investments.
  2. Consistent. Our portfolio managers are known for their commitment to staying true to their respective investment disciplines in all market conditions.
  3. Experienced. Barometer have decades of experience making the right sector and stock decisions for their investment portfolios.
  4. Transparent. Our managers will provide frequent updates on portfolio holdings and sector weightings so you know precisely what you are investing in.

For more information about our investment managers, please click here.