MacNicol Investment Partner – Universa COO Brandon Yarckin on Risk Mitigation
MacNicol Investment Partner – CNBC Interview – July 2024 – Universa COO Brandon Yarckin on Risk Mitigation
MacNicol Investment Partner – CNBC Interview – July 2024 – Universa COO Brandon Yarckin on Risk Mitigation
Ross Healy, chairman of the Strategic Analysis Corporation and portfolio manager at MacNicol & Associates, joins BNN Bloomberg Market Call for Tuesday, July 9, 2024
Raoul shares his background, including his upbringing in England and India, his career in finance, and his decision to start Real Vision. He discusses his research service, Global Macro Investor, and the different ways people can access his work. Raoul also talks about the potential of cryptocurrencies, particularly Solana, and the importance of blockchain technology in revolutionizing various industries. He emphasizes the inclusivity and empowerment that cryptocurrencies offer, as well as the need for caution and due diligence in the space. Raoul also touches on the potential impact of blockchain technology on stock systems and the evolving political landscape around cryptocurrencies. The conversation explores the potential of decentralized infrastructure and its impact on various industries. It discusses the concept of individuals being rewarded for sharing their resources, such as Wi-Fi or mapping data, and how this decentralized model can disrupt traditional systems. The conversation also touches on the privacy concerns in a blockchain world and the role of energy consumption in the growth of cryptocurrencies. It highlights the importance of understanding incentives and the potential for decentralized finance to transform the traditional financial system. The conversation concludes with insights on portfolio allocation, the behavioral changes in investing, and the future of decentralized finance.
Ross Healy, chairman of the Strategic Analysis Corporation and portfolio manager at MacNicol & Associates, joins BNN Bloomberg to talk about his long-term outlook for Canadian stocks.
Joe Pochodyniak and Ken Reid discuss the Alternative Asset Trust and the benefits of investing in alternative assets. They highlight the performance and volatility metrics of the Trust, as well as the liquidity and diversification benefits of alternative investments.They also discuss some of the individual private companies that the Trust invests in, such as Jurissa, Real Vision, Telmax, Grata, Cash Today, Global Solutions Team, Pilot Coffee Roasters, OnCore Golf, and more. They emphasize the importance of long-term focus and the value of partnerships with experienced sponsors in the alternative space. The Trust is accessible to various types of investors and can be included in different types of accounts.
MacNicol & Associates Asset Management is pleased to announce a transaction exit through its private equity fund, the MacNicol Emergence Fund.
The MacNicol Alternative Asset Trust earned a 1.4% investment return, net of fees, for the quarter ending September 30, 2023. The investment environment was defined by persistent inflation, resilient economic data, and rising interest rates across the United States and Canada. The fund was mainly higher due to strong private real estate and hedge fund returns. During the third quarter, the Trust realized two notable exit transactions, and made a number of new investments.
The MacNicol Alternative Asset Trust earned a 1.9% investment return, net of fees, for the quarter ending June 30, 2023. The investment environment was defined by higher interest rates, persistent inflation, and very robust labor markets in Canada and the US. The fund was mainly higher due to significant gains in land development and residential real estate partnerships due to strong housing demand in both Canada and the US.
David MacNicol, the president and founder of Toronto-based wealth and fund management firm MacNicol & Associates, started wintering in Miami to escape the blustering, snowy cold of eastern Canada.