The Whalehaven Opportunities Fund focuses on generating superior returns by identifying value investments in the U.S and Canadian small cap marketplace.
Management's long standing success and reputation enable the fund to attract best in class investment opportunities and structure them with favorable terms which significantly increase the probability of success. The fund's managers have worked together since 2003 and are of a singular mindset that fundamental analysis and risk management are the basis for all investment decisions. Each fund has generated a cumulative annualized rate of return since inception exceeding 20%.
Whalehaven's funds have an 8-year (since inception) track record of being audited by a Big-6 firm and administered by strong and well-respected third-party administrators; in addition, the funds’ RIA is registered with the SEC.
150 Bloor St W
Toronto ON M5S 2Y5