Our products

Performance

We offer a range of investment products that seek to adapt to market conditions on an ongoing basis.

Whether you are an aggressive or conservative investor, we have the right products for you. Pratte Asset Management's goal is to maximize your returns according to your objectives.
our strategies

A mixed approach to seize opportunities and limit stock market declines

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1. QUANTITATIVE ANALYSIS

A systematic approach to generate investment ideas. The theme and criteria of our multi-factor models are adjusted according to economic cycles.
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2. TECHNICAL ANALYSIS

A powerful and proven model that maximizes our entry and exit points. It also contributes to tactical decisions and risk management efforts.
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3. RISK MANAGEMENT

A dynamic, agile and active risk management approach that includes a combination of quantitative and technical criteria that allows us to control risk exposure.

Description of the Funds

Pratte North American Equity Fund

Description of the mandate

The objective of the fund is to provide constant capital appreciation by investing in North American securities.

Investors

The fund is designed for an investor who is looking for a dynamic growth solution combined with active risk management. The investor should expect moderate to high volatility. An investment horizon of at least 3 to 5 years is strongly recommended.

Strategy

Quantitative analysis helps us to generate investment ideas. The theme and criteria of the analysis are chosen and adjusted according to market cycles. Technical analysis is applied to determine the strength of price change, probabilities and to improve trade execution. Risk management is controlled by adjusting position weights, market exposure and tactical allocation to the different asset classes held in the fund.
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Distribution of the North American fund
US equities
Canadian Equities
Others
Cash and equivalents

FundData report

FundData is a partner with whom we collaborate to manage the database of the Pratte North American Equity fund.
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Funds Performance

Pratte Income Fund

Description of the mandate

The objective of the fund is to generate consistent income by investing in North American fixed income securities.

Investors

Available to investors who have registered into a discretionary management agreement with the Manager and are placed through a prospectus exemption. Only management fees differ from one series to another.

Strategy

We adjust the duration and volatility of our portfolio based on monetary policy and interest rate changes. The fund's allocation will be defined among the following: bonds, exchange traded funds, fixed income securities, preferred shares, Canadian and U.S. equities, mutual funds, hedge fund interests and alternative investments.
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Distribution of the North American fund
Canadian Corporate Bonds
Canadian Government Bonds
Foreign Corporate Bonds
Cash and equivalents
US equities
Canadian Equities
Foreign Government Bonds
Others
...

FundData report

FundData is a partner with whom we collaborate for the management of the Pratte Income Fund database.
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Funds Performance

Description of the mandates

Growth Mandate

Description of the mandate

The objective of this mandate is to provide capital appreciation by investing in liquid North American equities. We use a proprietary disciplined investment style combined with discretionnary authority to make ajustments.

Investors

Strategy

This portfolio is designed for an investor seeking a dynamic growth solution with moderate to high volatility. An investment horizon of at least 5 years is recommended to invest in this mandate.
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Balanced Fund Allocation
Equities
Cash and other

FundData report

FundData report

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Performance of the Pratte Balanced Solution

Balanced Mandate

Description of the mandate

The objective of this mandate is to provide capital appreciation by investing in North American stocks and bonds. We use a disciplined proprietary investment style combined with discretionnary authority to make ajustments.

Investors

This portfolio is designed for an investor seeking a dynamic balanced solution with moderate volatility. It is recommended to have an investment horizon of at least 5 years to invest in this mandate.

Strategy

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Distribution of the Income fund
Equities
Fixed income
Cash and other

FundData report

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Income Fund Performance

Conservative Mandate

Description of the mandate

The objective of this mandate is to generate income and provide capital protection by investing in North American stocks and bonds.

Investors

This portfolio is designed for investors seeking a stable income solution with low volatility and it is recommended that you have an investment horizon of at least 5 years to invest in this mandate.

Strategy

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Distribution of the XX fund
Equities
Fixed income
Cash and other

FundData report

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Performance of the XX Fund
Returns are calculated after deducting management fees and operating and transaction expenses (deducting all fees: management, custodial and commissions) and are presented in Canadian dollars.Returns have been calculated using the cash value weighted rate of return method. This method is a performance calculation that takes into account both the timing of deposits and withdrawals, as well as all costs charged to the specific account. The data, calculation methodology and components of the composites were transferred by Raymond and Philippe Pratte from Canaccord Genuity Corp. to Pratte Asset Management Inc. when they joined the latter firm in November 2015. The returns therefore include the past performance of the accounts that were held by Canaccord Genuity Corp. and managed by Mr. Raymond and Mr. Philippe Pratte.Past performance is no guarantee of future results.