Westcourt Performance Portfolio

A carefully curated portfolio of best-in-class alternative assets

Westcourt Performance Portfolio is designed to provide Canadian investors with access to a diversified basket of best-in-class alternative investment managers through a scalable, single-ticket solution. The Portfolio will be actively managed and provide enhanced diversification benefits to a traditional investment portfolio of stocks and bonds.

Research and Coverage

  • Low correlation to public markets.
  • Diversified across a range of alternative asset classes.
  • Tax-efficient distributions.
  • Eligible for registered accounts.
  • Institutional-quality due diligence & portfolio management.
  • Operationally convenient and scalable.
  • Available on Fundserv.
  • Access to institutional-quality funds and pricing.

Underlying Strategies

Private

Income-Producing Real Estate

Canadian Multi-Family Apartments

Diversified multi-residential apartment portfolios across North America. Designed to provide consistent, stable total returns through capital appreciation and yield, with low correlation to the broader public markets.

Role: Capital preservation, inflation protection, tax-efficient income, long-term growth

Private Equity

Global Mid-Market Direct Buyout

Open-ended, global private equity strategy providing access to a well-diversified, seasoned portfolio of direct, primary and secondary private equity assets.

Role: Capital preservation, long-term growth, public equities substitute

Real Assets

Value-Add Infrastructure

Global value-add private infrastructure strategy providing access to a portfolio of direct, primary, and secondary infrastructure assets across high conviction, next-generation themes.

Self-Storage Properties

Portfolio of North American self-storage properties, acquired below replacement cost and aggregated into a centralized, tech-enabled operating platform driving Net Operating Income growth, maintaining stable cash yields, and creating long-term value.

Canadian Farmland

Portfolio of Canadian row‑crop farmland acquired at a productivity discount.

Role: Capital preservation, hedge against inflation, tax-efficient income, long-term growth

Private Debt

Direct lending

Open-ended, North American-focused private credit strategy providing access to a well-diversified portfolio of senior-secured, first-lien, floating rate direct loans to core middle market companies.

Factoring & asset-based lending

3-year secured private debentures offering access to a specialty financing company focused on providing working capital solutions to small and medium sized businesses located primarily in North America and the U.K.

Role: Capital preservation, income, long-term growth

Public

Credit

Long/short credit

Actively managed alternative public credit managers that aim to deliver attractive long-term risk-adjusted returns with little to no dependence on the direction of interest rates.

Structured notes

Actively managed basket of customized structured products offering asymmetric return profiles.

Role: Liquidity, income, risk management

Arbitrage

Event-driven arbitrage

Actively managed alternative public equities managers that aim to deliver attractive long-term risk-adjusted returns by focusing on event-driven strategies that have little to no dependence on the direction of equity markets.

Role: Liquidity, long-term growth

Track Record

Growth of $100,000

ITD

9.50%

Inception to date

Compounded Returns

Westcourt Performance Portfolio

1M
0.33%
3M
1.69%
6M
3.61%
YTD
5.78%
1Y
8.19%
3Y
7.25%
5Y
9.13%
ITD
9.50%

*Data as of September 30, 2025. The performance scenario herein is being provided for illustrative purposes. The performance data provided assumes reinvestment of distributions only and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any investor that would reduce returns. The returns set out herein are not an estimate or forecast of future performance. NO REPRESENTATION IS BEING MADE THAT WPP WILL ACHIEVE RETURNS SIMILAR TO THOSE SHOWN.

Interested in Westcourt’s Performance Portfolio? Let’s Chat