We take an active owner/operator approach and invest for the long term.

 
 
 

Concentrated Long-Term Portfolios

We manage low turnover concentrated portfolios.

Active Managers

As active managers, we are agnostic to sector allocation or benchmark weighting.

Access to Private and Alternative Investments

We emulate the pre-eminent pension plans, endowment funds and family offices in offering access to a breadth of private and alternative investment solutions.

Focused on Durable Competitive Advantages

We tend to favour capital light businesses with durable competitive advantages that benefit from long term growth trends.

Global Expertise

Geographically, we have global expertise with a focus and bias towards Canada, North America, Latin America and the Caribbean.

The Difference Between

Public And Private

Public companies are liquid meaning you can buy and sell them daily on the public markets. What investors may not realize is that they are paying a significant premium for that liquidity. Unlike publicly traded businesses, private businesses aren’t as liquid and take time to sell. As a result, often a “liquidity discount” is applied to their valuation. This means you can purchase a private company with essentially the same characteristics of a public business for a 20-30% discount which translates into higher return potential.

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Clients Needs

  • Preserve Capital
  • Income
  • Growth
  • Tax Minimization 
traditional

Traditional Approach

  • Public Fixed Income
  • Public Equity
  • Cash
client-select

Our Role Model Approach

  • Public Fixed Income
  • Public Equity
  • Cash
  • Private Equity
  • Direct
  • Venture Capital
  • Real Estate
  • Infrastructure
  • Resources

Learn About Our

Investment Companies

Access To:

  • A global network which provides co-investment opportunities
  • High quality public, private and alternative investments
  • Business and investment acumen and domain experience
PIC

Portland Investment Counsel

Put simply, we are an Investment Fund Manager, Portfolio Manager and Exempt Market Dealer. We have a reputation for being Owners and Operators thus we are insightful Investors. Portland Investment Counsel provides portfolio management and exempt market dealer services as well as investment products. We have unique access to these high quality private offerings given our reputation and network.

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Mandeville

Mandeville Private Client

At Mandeville, we are committed to the preservation of wealth for our clients. We understand that significant wealth is traditionally lost by future generations. Our Advisors are devoted to working with families to ensure successful intergenerational wealth preservation via due diligence and principled investing.

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Portland Private Equity

Portland Private Equity is a private equity fund which invests in CARICOM member states and associate member states, Dominican Republic, Colombia and Central America. It does not invest in Cuba or Venezuela. It has three institutionally supported growth equity funds and holds investments in various sectors including financial services, tourism, hospitality industry and retail.

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NCB Financial Group Logo

NCB Financial Group

NCB is the largest and most profitable financial services group in Jamaica with roots dating back to 1837. Through the bank, its wealth management, life and general insurance, and offshore banking subsidiaries, NCBFG offers the complete suite of financial services which are accessible through a diversified portfolio of companies and innovative products to meet the needs of individual and business clients.

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Guardian Group

Guardian Holdings Limited is an internationally respected conglomerate of insurance and financial services companies. With its focus on life, health, property & casualty insurance, pensions and asset management; GHL has become a front runner in the Caribbean financial industry.

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