Multi-Asset Factor Portfolios

BHC provides institutions with alternative risk premium portfolios. We also serve as investment advisor for risk managed and absolute return mutual funds and ETFs in Canada.

A “factor” is any characteristic relating a group of securities that is important in explaining their returns and risk. Active portfolio tilts towards certain factors can generate meaningful out performance; this is referred to as a “risk premium”. BHC has a long history of actively managing alternative risk premium portfolios for highly sophisticated global institutions.

There is a large body academic literature built up of the past 50 years that corroborates the empirical evidence for risk premium investing, particularly as it relates to equity markets. BHC has a strong team of experienced portfolio managers and quantitative researches who bring a practitioner’s perspective to risk premium investing.