Our strategies

Alpha Generator Engine

At Pratte Portfolio Management, our relentless quest is to create an alpha-generating engine to maximize your returns. Our strategy leverages cutting-edge technology and sophisticated data analysis to outperform the market.
investment strategies

Quant dynamics

Our "Quant dynamics" investment strategy integrates quantitative analysis, LLM AI models, and scenario simulation optimization. This approach is designed to make well-informed investment decisions that generate superior returns.
Icon Anchor

1. QUANTITATIVE ANALYSIS

Quantitative analysis is at the heart of our approach. Using statistical and mathematical methods, we identify market trends and investment opportunities, often not perceptible via traditional methods.
Icons Compass

2. INTEGRATION OF IA AND LLM

We use large-scale language models (LLMs) and artificial intelligence to process and analyze large volumes of data. This innovative approach enables us to detect trends and investment opportunities that are not obvious.
Icon Shield

3. RISK MANAGEMENT

Our advanced portfolio construction and risk management techniques, based on quantitative factor analysis and extensive testing, offers robust portfolio performance and protection against market volatility.

Description of the Funds

Pratte Global Equity Fund

On May 31, 2024

Description of the mandate

Designed for affluent families and institutional investors, the fund's primary objective is to maximize long-term capital growth. To achieve this, the fund invests primarily in liquid North American stocks, selected for their earnings growth potential and their tendency to withstand market fluctuations. This approach aims to offer investors sustained capital growth.

Investors

Designed for discerning investors, this fund offers a sophisticated strategy focused on dynamic growth, meeting the requirements of the most rigorous portfolios. Investment horizon: designed for long-term vision, the Pratte North American Equity Fund recommends a 5-year commitment to realize its full potential.

Strategy

The investment approach combines rigorous quantitative analysis, technical expertise and in-depth fundamental analysis. This combination enables us to identify the best investment opportunities based on current economic cycles and market trends. Tactical, geographic and company size diversification are essential to minimize risk and maximize returns.
Download PDF
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.
Download PDF
Funds Performance

Pratte Income Fund

On May 31, 2024

Description of the mandate

This fund is designed for investors seeking to maximize income while preserving capital. Our objective is to generate stable, predictable income by investing primarily in quality North American fixed-income securities.

Investors

The fund is designed for investors who prefer a strategy focused on generating regular income from North American fixed-income securities. Investment horizon: Designed for long-term vision, Pratte Income Fund recommends a 5-year commitment to realize its full potential.

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.
Download PDF
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.
Download PDF
Funds Performance

Description of the mandates

Growth Mandate

As of February 2, 2024

Description of the mandate

The Growth Mandate is a dynamic investment solution designed specifically for sophisticated investors seeking to maximize capital growth. It incorporates the Pratte North American Equity Fund, a fund focused on maximizing long-term capital growth by investing in liquid North American securities. These stocks are carefully selected for their earnings growth potential and resilience to market fluctuations.

Investors

Strategy

This mandate is ideal for discerning investors seeking a sophisticated strategy focused on dynamic growth. It meets the requirements of the most rigorous portfolios and is designed for those with a moderate to high risk tolerance. Investment horizon: Designed for a long-term vision, the Growth Mandate recommends a commitment of 5 years or more to realize its full potential.
Download PDF
Balanced Fund Allocation
Equities
Cash and other

FundData report

FundData report

Download PDF
Performance of the Pratte Balanced Solution

Balanced Mandate

As of February 2, 2024

Description of the mandate

The Balanced Mandate is an investment solution designed for investors seeking a harmonious balance between growth and income. It combines the strengths of the growth-oriented Pratte North American Equity Fund and the income-oriented Pratte Income Fund.

Investors

Ideal for investors seeking a balanced investment strategy with moderate volatility. Suitable for investors seeking a combination of capital growth and income generation. Investment horizon: Designed for a medium- to long-term vision, the Balanced Mandate recommends a 5-year commitment.

Strategy

Download PDF
Distribution of the Income fund
Equities
Fixed income
Cash and other

FundData report

Download PDF
Income Fund Performance

Conservative Mandate

As of February 2, 2024

Description of the mandate

The Conservative Mandate focuses on capital preservation and the generation of regular income. It favors a larger allocation to the Pratte Income Fund, while maintaining moderate exposure to the Pratte North American Equity Fund to benefit from growth opportunities.

Investors

Ideal for investors seeking security and stability of their investments with low to moderate volatility. Investment horizon: Designed for a short- to medium-term vision, the Mandat Conservateur recommends a commitment of 5 years or more.

Strategy

Download PDF
Distribution of the XX fund
Equities
Fixed income
Cash and other

FundData report

Download PDF
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.