Newhaven Asset Management

At Newhaven Asset Management Inc., we are a leading Canadian investment management firm dedicated to providing advisory services within a separately managed account structure. As an independent and employee-owned firm, we offer unbiased advice and exceptional service from an experienced portfolio management team. Our mission is to help our clients achieve their financial goals by providing customized portfolios, regular communication, and cost control.

Our Strategy

Our portfolio managers employ a fundamental investment approach to deliver a stable and sustainable total return stream through changing market environments. We focus on the quality and sustainability of the securities selected, which produces portfolios designed to provide superior risk-adjusted returns over the long term. Our approach is centered on the selection of high-quality, dividend-paying securities, where share prices are measured against the sustainability and potential growth of the dividend income stream.

Our Services

At Newhaven, we are committed to working closely with our clients to help them achieve their financial goals. Our services include:

• Customized Portfolios: We work with each client to construct a personalized portfolio that addresses their individual objectives and goals.
• Regular Communication: We provide regular update meetings and ongoing communication to ensure that our clients are always up to date with portfolio and market developments.
• Cost Control: We take every measure to minimize transaction/custody costs and maintain minimal management fees that never exceed 1%.

Our Success

At Newhaven, we measure our success through the success of our clients meeting or exceeding their financial goals. We are proud of the relationships we have built with our clients and the trust they have placed in us. Our clients appreciate our commitment to exceptional service, objectivity, and unbiased advice.

About Our Team

Our team is comprised of experienced portfolio managers who are dedicated to providing exceptional service to our clients. We are committed to staying up to date with market developments and continuously improving our investment approach to ensure our clients achieve their financial goals.