Epic Capital Management

Epic Capital Management is a leading financial services firm dedicated to identifying and maximizing investment opportunities across diverse asset classes. With a deep understanding of complex markets and a rigorous commitment to risk management, we help investors achieve sustainable returns through various strategies and funds.

1. Equity Income Generation

• The Epic Fund: An equity fund generating a fixed 6% dividend through a flexible mandate encompassing traded debt, equity, and hybrid investments.
• Risk mitigation strategies including index hedging, short-selling, and merger arbitrage ensure a balanced and resilient approach to generating consistent income.

2. Specialized Opportunities

• Epic Canadian Opportunistic Fund: Targets small and mid-cap Canadian companies with a bottom-up, value-driven approach coupled with systematic risk analysis and thorough research.
• Epic Closed-End Fund: Employed a private equity strategy to capitalize on market inefficiencies in the Canadian equity landscape from 2012 to 2018.

3. Healthcare Investing

• Epic Canadian Healthcare Fund Series: Invests in private healthcare technology companies at the growth and scale-up stage.
• Deep domain expertise in healthcare and a renowned medical advisory board guarantee an insightful and impactful investment approach in this rapidly evolving sector.

Our Approach

• Investor-focused: We prioritize transparency, clear communication, and investor education in every step of the investment process.
• Data-driven: We rely on robust analytics, research, and industry expertise to identify compelling investment opportunities.
• Risk-conscious: Our emphasis on risk management ensures the preservation of capital while pursuing targeted returns.
• Sustainability: We actively consider environmental, social, and governance (ESG) factors in our investment decisions.

Investing with Epic Capital Management

Our diverse range of offerings and deep expertise make us well-suited to navigate various market conditions and deliver consistent performance for our investors. We welcome the opportunity to discuss your financial goals and explore how our investment strategies can help you achieve them.