Sightline Conversations: Ninepoint Offers Insight into the Private Debt Landscape
For this manager conversation, Sightline Wealth Management’s Warren Gerow speaks with Ramesh Kashyap and Terrance Wong from the Ninepoint Partners team that is responsible for the management of the Ninepoint Alternative Income Fund (NAIF). During their conversation, Kashyap and Wong reflect on the fund’s performance in 2021 and offer insight on what may be in store for the private debt landscape throughout the rest of 2022.
Specifically, Gerow, Kashyap and Wong discuss:
- Highlights of the fund’s performance in 2021
- How the fund was able to earn above-expected returns
- Allocation percentages and geographic composition of the portfolio
- How the fund is diversifying the portfolio to enhance liquidity
- The pros and cons of utilizing leverage in the private debt space
- New strategies that the fund may incorporate in 2022
- The diligence Ninepoint runs on each portfolio manager
- Number of individual analysts monitoring the fund
- The biggest potential opportunities in private debt this year
As always, please do not hesitate to contact us at (416) 945-6228 with any questions.
Warren Gerow is an independent investment wealth consultant at Sightline Wealth Management.
Please speak to your Sightline Advisor before investing in any securities to ensure the fund is suitable for you. It is important to review the fund offering documents before investing. There are risks associated with investing and there is no assurance that any Fund will achieve its investment objective, and its net asset value, yield and investment return will fluctuate from time to time with market conditions. There is no guarantee that the full amount of your original investment in a Fund will be returned to you. The Funds are not insured by the Canada Deposit Insurance Corporation or any other government deposit insurer.
Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors primarily through fee-based accounts.
Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds.
Sightline Wealth Management (“Sightline”) makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Sightline assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. Sightline is not under any obligation to update or keep current the information contained herein. The information should not be regarded by recipients as a substitute for the exercise of their own judgment. Past performance is not indicative of future performance. Please speak to your Advisor regarding the suitability of information provided in this article for you. The opinions, estimates, projections and/or recommendations contained in this document are those of the author as of the date hereof.