Pathfinder
North America
Pathfinder North America is a long-only segregated portfolio of high-quality, cash flow focused large capitalization companies based in Canada and the US.
Pathfinder
Pathfinder
International
Pathfinder International is a long-biased fund focused on high-quality, cash flowing, mid to large-cap companies with revenue exposure to developed international and emerging markets.
Pathfinder
Conviction
The Pathfinder Conviction fund takes concentrated positions in securities we believe are mispriced based on a proprietary thesis.
Pathfinder
Partners’
Award Winner
Pathfinder Partners is a fund that invests in high-torque, early-stage companies that have the potential to generate superior returns.
Pathfinder
Resource
Award Winner
Pathfinder Resource is a concentrated fund of natural resource companies.
Pathfinder
Fixed Income
Pathfinder Fixed Income is a long-only segregated portfolio of Canadian fixed income positions selected from our high-quality, cash flow focused large capitalization companies as well as Canadian provincial and federal government securities.
Compare fund investors across risk levels to better understand our commitment to being equally invested
- Employees
- Employees Family
- Clients
Low Risk
Fixed Income
- 3%
- 1%
- 96%
N. America
- 11%
- 8%
- 81%
International
- 5%
- 8%
- 87%
Conviction
- 4%
- 26%
- 70%
Partners’
- 44%
- 11%
- 45%
High Risk
Resource
- 21%
- 12%
- 67%
We were drawn to Pathfinder by their ‘Equally Invested’ strategy – knowing that their own money is invested exactly as their clients gives assurance that they are fully committed to ensuring risk is controlled and performance is achieved. Having been clients for over four years now, we have experienced their confident commitment in investing and also their caution, we particularly like the regular updates to their reasoning on taking positions, planning etc. – often detailing their research that includes meeting directly with the Companies they are considering for future investing.
Ken & Judy Openshaw, Happily Retired Clients
Having been an investor for more than 60 years, and having spent almost 50 years in the industry as both an advisor and a director of a major brokerage firm, and a trainer of hundreds of advisors for more than forty of those fifty years, I have a pretty good idea of the knowledge and discipline required to run money. Additionally, to manage a portfolio of “high-torque, early stage companies” certainly requires much more knowledge and discipline than the average portfolio of every-day, run-of-the-mill well-known companies whose share prices hardly fluctuate.
Having been invested in the Partners’ Fund for the past five years, I couldn’t be happier; couldn’t be more delighted. I hope you’ll put my name at the top of your list of totally satisfied clients!”
IVAN S. MOLDOWAN, VANCOUVER, BC
PAML… means to me Professional, Attentive, Motivated, Learned. Pathfinder is a firm you can trust, which is the foundation of investing.
BILL LINEKER, CPA, CA
Thank-you for taking the time to explain the differences in the financial services banks versus Pathfinder offers. It was both eye opening and reassuring. As always, I am grateful to have found Pathfinder, and as far as I am concerned, without Pathfinder, I would never feel secure knowing my financial interests were being managed professionally and responsibly.
Maureen Kwong, Client
Each client portfolio is custom designed around unique objectives and investment needs. The charts below detail typical compositions:
- Fixed Income
- N. America
- International
- Conviction
- Partners’
- Resource
Conservative
- Fixed Income 50%
- N. America 40%
- International 7.5%
- Conviction 2.5%
- Partners’ 0%
- Resource 0%
Moderate
- Fixed Income 30%
- N. America 50%
- International 7.5%
- Conviction 7.5%
- Partners’ 2.5%
- Resource 2.5%
Aggresive
- Fixed Income 0%
- N. America 40%
- International 10%
- Conviction 25%
- Partners’ 12.5%
- Resource 12.5%