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Hymas Investment Management offers consulting services to retail and institutional accounts with respect to all areas of fixed income investment, including: - Preferred Shares
- Hybrids
- Bonds
- Quantitative Analysis (any or all aspects, from design, through programming, to incremental improvements and application)
James Hymas has been managing fixed income investments using quantitative techniques since 1992; but an intelligent investor is more interested in results than experience. With James as COO, his prior firm delivered first quartile bond fund results; Hymas Investment Management's Malachite Aggressive Preferred Fund has a superb, public, audited track record. James has also shown his ability to communicate fixed income concepts to both knowledgable and novice investors.
Consulting services are currently available for residents of: - Ontario
- British Columbia
- Alberta
- Manitoba
Retail
Retail investors may have their preferred share portfolio constructed or modified by Hymas Investment Management Inc.(HIMI). Your overall portfolio allocation and goals will be determined and a specific set of trades recommended. HIMI will then provide support, as necessary, through the implementation of the plan.
This service is provided for a flat fee of $1000 plus taxes; a year's subscription to PrefLetter - a monthly compilation of recommendations and items of interest to preferred share investors - is included.
Stockbrokers
Brokers and other advisors may have model portfolios developed for their clientele, with portfolio constraints adjusted as required to suit your book of business.
Additionally, bulk subscriptions to PrefLetter are available, which will include your name and contact information; a bulk subscription will include a license allowing redistribution of each issue to your clients and prospects.
Portfolio Managers
Portfolio advice is available to those who have responsibility for the management of preferred share portfolios, but who cannot devote themselves full-time to the asset class. Such PMs will supply me with the portfolio composition and mandate, and receive updates regarding favourable potential trades.
Institutional
HIMI is pleased to offer its services to institutions, with a particular focus on smaller asset management firms who may not have dedicated fixed-income personnel.
All aspects of the relationship are negotiable and may be tailored to fit your needs precisely.
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