Building on years of experience designing quantitative investment technology and applying this technology to conservative portfolios, James Hymas seeks to provide institutions and retail investors with the information and advice necessary to produce top quartile returns in the preferred share market without the assumption of excess risk.
Many investors insist that their fixed income portfolio be a five-year ladder - sometimes a five-year GIC ladder. These investors are doing themselves a disservice and may actually be taking too much risk with such an approach, as explained in my publication, Preferred Shares and GICs. In fact, long-term bonds and preferred shares have characteristics that make them a very useful asset class for retirement portfolios, as I explain in my essay Security of Income vs. Security of Principal.
Preferred shares can be an excellent substitute for corporate bonds in taxable portfolios, as explained in my earlier publication Why Invest in Preferred Shares? (PDF, 164KB).
Malachite Aggressive Preferred Fund
Our flagship preferred share fund, suitable for high-net-worth investors whose income is subject to tax. James Hymas maintains an investment of over 10% of his personal net worth in the fund. Further details and performance records are available. The fund is now available nationally.
HIMIPref™ Analytical Software
Independent, quantitative and thoroughly documented software for the analysis of the preferred share market, fully customizable to institutional portfolios and producing precise trading recommendations is now available to registered ICPM's and IDA Members. Visit www.prefshares.com for an introduction to the analysis.