Segregated Mandates

Segregated Mandates

Segregated Mandates

We have been running segregated mandates since we began trading in 1994 and are proud of the track record we have built. Many of our clients have been with us since the start and we continue to attract new segregated investors. We offer a number of types of portfolio tailored to each client’s individual objectives:

  • Growth¬†mandates managed by Mark Slater with 30 years of investment experience; and tutored by his father, legendary investor Jim Slater.
  • A replication of the Growth Fund process managed by Mark Slater.
  • Income¬†mandate managed by the Slater Investments investment team, who have over 100 years of industry experience combined.
  • A concentrated Property¬†portfolio, managed by Ralph Baber, of Real Estate Investment Trusts (REITs) and Real Estate Companies providing property linked capital growth and income. This is an actively managed portfolio.

Learn more about our Investment Strategy

Our Investment Approach

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