Sightline Conversations: Public and Private Equity with Waypoint Investment Partners
For this episode of our Sightline Manager Conversations Part II series, Sightline Wealth Management’s Warren Gerow speaks with Ryan Marr, partner and CIO of Waypoint Investment Partners, and Max Torokvei, partner and CEO of the Waypoint Investment Partners, an entrepreneurial partnership that focuses on investing in both public and private markets. During their conversation, Marr and Torokvei provide Gerow with their current views on the broader market, specific sectors and potential future impacts while also explaining the strategies their fund utilizes to deliver risk adjusted returns across market cycles.
Specifically, Gerow, Marr and Torokvei discuss:
- The fund’s current total AUM and split between institution and retail and size of team
- How Marr manages a role at another company and how it benefits Waypoint
- The number of names and different sectors in Waypoint’s portfolio and the reasons why
- Real estate’s role, evolution and size in Waypoint’s portfolio
- Why the real estate sector grew into an attractive opportunity for investors
- The strategies Waypoint utilizes to hedge against volatility
- Their thoughts on inflation and whether or not it poses a serious threat for portfolios
- Potential future impacts for the broad market that might concern investors
- How the fund has performed this year as the markets evolved
You can listen to Gerow, Marr and Torokvei’s entire conversation here (password: eT2Lp@^K). As always, please do not hesitate to contact us at (416) 945-6228 with any questions.
Warren Gerow is an independent investment wealth consultant at Sightline Wealth Management.
Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors primarily through fee-based accounts.
Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds.
Sightline Wealth Management (“Sightline”) makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Sightline assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. Sightline is not under any obligation to update or keep current the information contained herein. The information should not be regarded by recipients as a substitute for the exercise of their own judgment. Past performance is not indicative of future performance. Please speak to your Advisor regarding the suitability of information provided in this article for you. The opinions, estimates, projections and/or recommendations contained in this document are those of the author as of the date hereof.