Management

FRED MANNIX- VICE PRESIDENT, INVESTMENT MANAGEMENT

Fred has been direct investing since May 2009 and has earned his CIM designation from CSI. He graduated from Florida Atlantic University with a degree in Business Administration and founded Millarville in 2009, a polo  equipment company which was sold to Hurlingham Polo Association (HPA) in 2016. Today, he is the president of Canada and Argentina for HPA, where he’s a Worldwide Brand Ambassador

Fred and the Accelerate Team have developed the bottom-up value investing strategy we call Standard Wealth. The composition of the portfolio includes US and CDN equities and options securities where leverage is used in a disciplined approach.

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Standard Wealth is administrated and advised by the highly qualified team of industry veterans from Accelerate Financial Technologies Inc. To learn more about each individual expertise, please visit our Team Section.

DETAILS

Type:
Long/Short North American Investment Portfolio

Management Fee:
0.00%

Performance Fee:
20%

Operating Expense Cap:
0.35 %

*Dividend Yield:
5.5%

Distribution Frequency:
Monthly and Quarterly

INVESTOR LETTERS

Investor Letter Q1 2020

Investor Letter Q2 2020

Investor Letter Q3 2020

Investor Letter Q4 2020

Why Choose Standard Wealth?

Disciplined Leverage

Dividend Income

Performance Oriented
Fee-Structure

Strategy

Alternative Assets are a Standard Component to the modern portfolio

Diversified Portfolio Investments  Using Leverage

Long Term – Market timing is tough

Risk-Reward Trade Off—Individual Risk Tolerance, Return  Expectations

Monitoring is undertaken by both investment and back-office teams in ongoing, monthly, quarterly and annual bases

Income

Free Flow of Funds Covers the Dividend

Buffer Against Market Drawdowns
S&P 500 Yield 1.75% vs *Standard Wealth 5.5%
Dividend Yield Covers the Interest on Leverage Provided
Using Margin as Dry Powder
*Standard Wealth dividend yield on a levered basis

Portfolio Construction

Long/Short North American Equities

Questions?

Send a message to info@accelerateshares.com or click below to book a meeting with Fred and Accelerate CEO, Julian Klymochko

BOOK A MEETING