Westcourt Hamilton Yield Portfolio ETF
Tax-Efficient Cash Flow. Active Risk Management. One Solution.
The Westcourt Hamilton Yield Portfolio ETF (WHYP) is an actively managed core equity-income solution designed to generate attractive, consistent, tax-efficient cash flow while seeking long-term capital growth.
WHYP combines Hamilton ETFs’ expertise in managing income-focused options strategies with Westcourt’s experience in portfolio construction and risk management all through a single, liquid, ETF.
What is WHYP?
Tax-Efficient Cash Flow
Designed to generate attractive monthly cash flow with an emphasis on tax-efficient distributions
Downside Risk Management
Actively managed exposures seek to mitigate downside participation while maintaining meaningful exposure to equity markets
Long-Term Growth
Designed to participate in equity market appreciation
Daily Liquidity
Publicly traded ETF providing a liquid and scalable way to implement the strategy across all client portfolios
Who is WHYP For?
For investors seeking more from their income allocation.
WHYP may be appropriate for investors seeking:
- Consistent, tax-efficient monthly cash flow
- Greater downside risk management than traditional equity exposure
- Participation in long-term equity-market growth
- Daily liquidity
WHYP is designed to serve as a core equity-income allocation for income-oriented investors, including Mass Affluent and HNW investors, retirees and pre-retirees, and tax-conscious investors seeking to generate portfolio cash flow and exposure to long term capital appreciation.
Why Hamilton and Westcourt?
Hamilton implements its options expertise and manages the underlying income-oriented ETFs.
Westcourt draws on its deep experience in asset allocation, investment due diligence, portfolio construction and risk management expertise to determine how those investment solutions (ETFs) are combined as an integrated portfolio.
Hamilton manages the building blocks. Westcourt builds the portfolio.
About Westcourt
Institutional Portfolio Management. Made Accessible Through an ETF.
For over 17 years, Westcourt has built its investment capabilities serving sophisticated private clients, UHNW families, family offices and institutional investors. Since inception, the firm has advised on deploying more than $7 billion across public and alternative investments.
Westcourt’s investment platform is built around institutional-quality investment due diligence, asset allocation, portfolio construction and ongoing risk management, supported by dedicated Portfolio Management, Research & Analytics, legal, compliance, operations, technology and data capabilities.
In 2014, Westcourt Solutions was established to bring Westcourt’s investment approach to independent advisors across Canada. WHYP represents the next evolution of that model—making elements of Westcourt’s portfolio-management expertise available through a liquid and scalable ETF.
Institutional Portfolio Management, Simplified.
Building a diversified portfolio of ETFs requires more than selecting individual ETFs. Advisors must determine which strategies to own, how to size them, understand overlapping underlying exposures, monitor changing market conditions, and rebalance allocations over time across hundreds of accounts.
WHYP centralizes this within a single professionally managed allocation.
Looking for Fund Information?
For the WHYP prospectus, ETF Facts, holdings, distributions, performance and other official fund information.
Want to Discuss the Strategy?
Speak with the Westcourt team about portfolio construction and how WHYP may fit within client portfolios.
Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.
Certain statements may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement whether as a result of new information, future events or other such factors which affect this information, except as required by law.