18 Asset Management ("18 AM") is Selected for Balanced Mandate
18 Asset Management ("18 AM") is pleased to announce that it was selected by the Community Health Foundation of Windsor and Essex County ("CHFWEC") for a balanced portfolio mandate.
"The Foundation Board engaged in an objective, thorough process that led us to selecting 18 AM and we are looking forward to working with them." – said Jason David Smith, BA,MBA,CFP, President, CHF Board of Directors.
18 AM President & CEO, Jeff Brown, CFA stated "We look forward to contributing to CHFWEC's efforts in supporting the Windsor Essex Community Health Centre and, as with all clients, building a strong, long term relationship."
About the 18 AM Balanced Portfolio
18 AM's Balanced Portfolio is a unique hybrid of active and passive management. We actively manage in less efficient markets with reasonable outperformance opportunities (eg. Canadian Equities). In efficient markets with little propensity for sustained outperformance (eg. Fixed Income and US Equities), we passively manage. With this unique approach, clients benefit from: 1) the reduction of the extent of underperforming in key asset classes, 2) the reduction of fees that comes with passive management.
About the Community Health Foundation of Windsor and Essex County
CHFWEC is the fundraising arm of the Windsor Essex Community Health Centre (WECHC). The Foundation is responsible for:
- Acting as the Custodian (disbursement and investment) of funds
- Raising endowment funds
- Raising much needed capital funds
CHF's office is located at 101-1361 Ouellette Avenue, Windsor, Ontario N8X 1J6
About 18 Asset Management
18 AM, founded in 2010, is an independent investment boutique managing active Canadian equity, US Passive Ethical Equity and Balanced portfolios. The team brings over 100 years of investment industry experience to its clients: pension plans, foundations, endowments and third party distributors. 18 AM is based in London, Canada. The culture at 18 AM strongly reflects our passion and conviction for what we do. We are passionate about contributing to a pensioner's ability to retire with dignity, or aid a foundation in providing financial assistance to those in need. At 18 AM, we have so much conviction in our team, our investment process and our values, that we are invested alongside our clients. Our culture promotes working in collaboration with team members and clients in a respectful, positive environment, towards a common goal of making the world a better place. 18 AM is an Imagine Caring Company.
