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How Our Strategies Are Performing

An overview of all our strategies including their performance, portfolio characteristics, fund facts, and any relevant documents all in one place.

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Creating a More Resilient Bond Portfolio

With RP Alternative Global Bond Fund reaching its 3-year anniversary in July, we reflect on its track record of offering investors the ability to help create a more resilient fixed income portfolio.

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RP Strategic Income Plus Fund (Review | Outlook)

RP Strategic Income Plus Fund has provided investors meaningful downside protection during the challenging bond environment since January 2021. We believe the Fund will be able to provide compelling relative and absolute performance in line with its stated long-run target return expectations.

RP Strategic Income Plus Fund
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RP Alternative Global Bond Fund (Review | Outlook)

RP Alternative Global Bond Fund provided investors with positive absolute returns and meaningful diversification during the challenging bond environment since January 2021. We believe the Fund will be able to provide compelling relative and absolute performance in line with its stated long-run target return expectations and outperform traditional bond strategies.

RP Alternative Global Bond Fund
 
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Our Approach

Our Approach

For more than a decade, we have helped Canadian investors achieve their investment objectives by providing innovative fixed income solutions focused on corporate bonds. We firmly believe that there is a better way to manage bond portfolios than a passive “coupon-clipping” approach. We employ a highly active approach that focuses on generating steady returns and preserving capital during volatile markets. There are a number of aspects to our approach which mark us out as a unique investment manager.

We have assembled a team with deep expertise in managing bond portfolios, and paired this team with institutional quality risk management systems. We have committed to investing in proprietary technology and have been incorporating ESG factors in our decision-making process long before it became fashionable to do so. Finally, we have designed thoughtful investment solutions for our clients that provide them with a better risk-adjusted return from fixed income.

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How We Invest

How We Invest

At RPIA, we have a collaborative team that prioritizes in-depth industry, country, and company analysis. Group discussions of our analyses are at the core foundation of all our investments. We use a wide range of investment tools and proprietary technology that are often unavailable to more traditional fixed income investors. 

Our Investment Committee and portfolio construction groups drive the bigger picture. Our investment team is empowered to maximize the credit research, quantitative analysis, and risk management tools to generate the ideas that fuel all our different strategies. 

We are your local partner that has built specialized expertise across global markets. We pride ourselves on having a team with complementary skills and experiences and some members joining us with insights from working abroad. The ability to invest across global markets differentiates us from others, especially as we hedge the currency risk across our funds. It also helps attract and retain what is, in our view, the best investment team for our investors. 

Flexibility is an underappreciated asset but one that we value highly. Our investment team is experienced in seeking the best relative value and is not bound by indices. We constantly reevaluate the original thesis for adding a particular company to the portfolio and can influence change quickly when needed. 

Our skilled team, our process, and our investment tools provide us with the right combination of strengths to realize value for our investors through flexibility and a global investment universe.

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How We Manage Risk

How We Manage Risk

At RPIA, we are keenly aware that when it comes to managing our investors’ fixed income investments, prudent risk management and capital preservation in difficult markets is essential. In our view this starts with the quality, strength and experience of the people who are managing the capital day-in-day-out, backed up by continued investment in systems and technology.

We believe active management plays a key risk management role, as it enables us to assess market liquidity and quickly detect when market conditions change. It allows us to take action early to protect our portfolios. It also means that when conditions do stabilize, we can act quickly to capture opportunities.

RPIA has made a significant investment in building an institutional-quality risk management team and infrastructure. Advanced technology allows for effective real-time analysis of exposures and concentrations in the portfolios. This is complemented by a suite of analytics that are used for stress testing of the portfolios, as well as scenario testing and liquidity analysis. Experienced leadership ensures proper interpretation of the analytics and appropriate responses to market conditions as they evolve in real time.

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Why Go Active In Credit

Why Go Active In Credit

In today’s low-rate environment with increasing valuations, it is challenging for investors to effectively manage a portfolio. We believe that a traditional 60% equity and 40% fixed income portfolio cannot generate quality returns for the risks that investors face today, so alternatives need to be considered to help achieve investment goals.

There is much research that supports credit as a distinct and unique asset class. The corporate bond market offers a wider investment universe that can help balance equity risk and provide opportunities due to inefficiencies and mispriced securities that active managers can identify to generate additional “active” returns.

RPIA’s approach is to apply a highly active, dynamic investment process that enables us to consistently extract value from the global credit market, driven by security selection. Investors do not need to compromise on credit quality or sacrifice liquidity to improve their portfolio returns.  We offer a variety of credit-focused solutions to augment your fixed income allocation.

A simple rethink of your fixed income portfolio by introducing truly active credit strategies can be an effective solution for investors to consider reaching their yield and income objectives.

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Our Strategies

Our Strategies

RPIA offers a range of investment strategies reflecting our investors' diverse risk and return objectives.

1. Mutual Funds

  • RP Strategic Income Plus Fund
  • RP Alternative Global Bond Fund

2. Alternative Credit & Fixed Income

  • RP Debt Opportunities
  • RP Select Opportunities
  • RP Fixed Income Plus
  • RP SPAC
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Explore Our Funds

Strategy Performance

An overview of all our strategies including their performance, portfolio characteristics, and any relevant documents all in one place.

 

Strategy Performance Snapshot

RP Strategic Income Plus Fund

RP Strategic Income Plus Fund seeks to generate stable risk-adjusted absolute returns consisting of dividends, interest income and capital gains by investing primarily in investment grade corporate debt and debt-like securities, with a focus on capital preservation.

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RP Alternative Global Bond Fund

RP Alternative Global Bond Fund seeks to generate attractive risk-adjusted returns with an emphasis on capital preservation. The Fund will invest primarily in investment grade debt and debt-like securities of corporations and financial institutions.

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Market Commentary
Market Update Videos

Creating a More Resilient Bond Portfolio

RP Alternative Global Bond Fund 3YR Anniversary Video

August 2022

Matthew Hunter, Director, Client Portfolio Management, speaking in the video

With RP Alternative Global Bond Fund reaching its 3-year anniversary in July, we reflect on its track record of offering investors the ability to help create a more resilient fixed income portfolio.

Market Update with Richard Pilosof & Alex Evis

Webinar Replay

June 2022

Richard Pilosof, Alex Evis, and Kripa Kapadia in the RPIA boardroom speaking on a webinar

On Wednesday, June 22nd, 2022, Richard Pilosof, Chief Executive Officer, and Alex Evis, Chief Risk Officer, provided an update on the uncertainty we are seeing in the markets recently. They covered the uncertain macroeconomic backdrop and its implications on asset prices, recent activity and potential risks throughout broad bond markets, and an update on opportunities in credit markets.

Weathering the Storm

Notes from the trading desk

March 2022

Weathering the Storm - Notes from the trading desk - Alex Evis, Chief Risk Officer

Alex Evis, Chief Risk Officer, summarizes the current market conditions in the context of the crisis in Europe, and how we are managing risk and positioning our portfolios to preserve investors' capital during this storm.

InvestED Videos

The Art of Hedging

Set it and forget it? It's not so easy

November 2021

the art of hedging. set it and forget it? it's not that easy

Alex Evis, Chief Risk Officer, and David Galica, Portfolio Manager, answer your questions about managing risk in volatile market environments.

InvestED: RP Strategic Income Plus Fund

Investor Education Series

May 2021

Investor Education: RP Strategic Income Plus Fund with David Matheson and Imran Dhanani

In this segment of our Investor Education Series, Imran Dhanani and David Matheson discuss the five-year anniversary of RP Strategic Income Plus Fund. David reflects on how the strategy has performed over the past five years and what makes it unique.

InvestED: Alternative Fixed Income Strategies

March 2021 | Investor Education Series

March 2021

Investor Education: Alternative Fixed Income Strategies

In this segment of our Investor Education Series, Imran Dhanani and Liam O'Sullivan answer all your questions about the challenges bond investors face in the current environment in bond markets and how a liquid alternative credit strategy can be an effective complement to traditional bond portfolios.

Relationship Team

 
Headshot of Ann Glazier Rothwell

Principal, Co-Head of Client Portfolio Management

Headshot of Kripa Kapadia

Principal & Director, Client Portfolio Management

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Director, National Accounts & Product Strategy

 
Matthew Hunter Headshot

Director, National Sales

Allyson Watson Headshot

Director, Client Portfolio Management

Headshot of Brendon Scott

Director, Client Portfolio Management

 
 
David Bowman Headshot

Director, Client Portfolio Management

Headshot of Carly Plate

Director, Client Portfolio Management

Dario Pandurevic Headshot

Director, Client Portfolio Management

 
 
Rebecca Stewart Headshot

Manager, Client Portfolio Management

Christina Li Headshot

Manager, Inside Sales