Wealth Preservation and Creation
The Wealthy Invest Differently. At Portland we understand this and have made it our mission to provide access to both public and private investment opportunities that are typically reserved for high-net-worth and institutional investors.
How Wealth is Created
Wealth is created not only in the public markets, but also by private businesses. The world’s most successful institutions and high net worth investors have been investing in this space for generations and have achieved above average rates of return utilizing an asset mix combining traditional and private and alternative investments. Why? Private Investments are not impacted by market fluctuations which dampens volatility and are a source of diversification that can mitigate overall portfolio risk and are often long-term investments with high growth potential.
Traditional Approach
- Public Fixed Income
- Public Equity
- Cash
Our Role Model Approach
- Public Fixed Income
- Public Equity
- Cash
- Private Equity
- Direct
- Venture Capital
- Real Estate
- Infrastructure
- Resources
Attributes our PORTFOLiO
companies strive for
1. Solid Return Of Equity
2. In A Long-Term Growth Industry
3. Entrepreneurial & Hard-Working Management
4. Potential To Be A Global Leader
5. Distinct Competitive Advantages
6. Possesses Quality Tangible Assets
How We Invest
1. We are long term investors taking an owner/operator perspective to security selection.
2. We manage low turnover concentrated portfolios.
3. We tend to favour capital light businesses with durable competitive advantages that benefit from long term growth trends.
4. As active managers, we are agnostic to sector allocation or benchmark weighting.
5. Geographically, we have global expertise with a focus and bias towards Canada, Latin America and the Caribbean.
6. We emulate the pre-eminent pension plans, endowment funds and family offices in offering access to a breadth of private and alternative investment solutions.
7. At Portland, as owners, operators and investors in excellent businesses globally, we practice the Five Laws of Wealth Creation and Criteria for Successful Businesses.
The Five Laws of
Wealth Creation
- Own a few high quality businesses
- Thoroughly understand these businesses
- Ensure the businesses are domiciled in strong, long-term growth industries
- Leverage prudently
- Buy at attractive valuations & hold for the long term
Criteria For Successful Businesses
- Owner of the business is also the operator of the business
- Ownership is heavily concentrated
- Key stakeholders are personified in the company and vice versa
- Symmetrical risk and reward for management
- Value of the business is based on fundamentals: sales, market share and margins
- Board focus on growth
- Low turnover in management positions
- Business sets goals for the long term
- Entrepreneurial management style
- Authoritative leader
An authoritative leader has a keen understanding of the organizations mission and vision, guiding the organizations strategic direction with confidence. They nurture and empower their team to apply their strengths, ultimately inspiring them to realize their full potential.