WhiteHaven

Overview – Exempt Market

The world of alternative investments is changing, both quantitatively and qualitatively. Historically alternative strategies comprised a very small portion of client portfolios, usually through the use of hedge funds, with a mandate to produce absolute returns.

However, over the last few years, there has been an emergence of new strategies in the alternative market space, and that has led to a much larger variety of products, which in turn has altered and enhanced the role of alternatives within a given portfolio.

Due to their attractive returns and their low correlation to traditional asset classes, alternative products remain an excellent means of diversifying a portfolio, and can be customised to provide clients with the right level of risk adjusted returns.

Our alternative investments span various industries throughout the globe and are comprised of established, growth-oriented as well as start-up businesses. We help companies grow their core business, launch new initiatives, make key acquisitions and even upgrade technologies to support their long-term strategy and vision.

Investing in the exempt market in Canada

OUR APPROACH

Identifying attractive investment opportunities is achieved through a rigorous due diligence process that evaluates risk while identifying catalysts for increased upside. Our due diligence process evaluates opportunities based on a macro-economic approach and a unique target approach.

macro

Macro-economic approach

We seek to identify economic trends for growth in order to find the most promising markets. We then identify opportunities that follow those market trends and growing industries.

Unique target approach

We target the best opportunities that have something unique in its kind. A project or business that will disrupt an already mature industry or innovate a certain industry.

EXEMPT MARKET PRODUCTS

This communication is for information purposes only and is not intended to provide, and should not be relied upon for, accounting, legal, or tax advice or investment recommendations. This communication contains only summary information, provided by the Issuer, and no representation or warranty, express or implied, is or will be made in relation to the accuracy or completeness of such information. This communication is not a prospectus or information memorandum and should not be construed as an invitation to make an investment nor a public offering to sell products nor should it be relied on to make an investment decision. The investors should consult the Offering Memorandum which contains important detailed information about this investment opportunity. Copies of the Offering Memorandum may be obtained from either the Issuer or your Dealing Representative.

An investment in this product is subject to restrictions on transferability and resale and may not be transferred or resold except as described in the Offering Memorandum. Investors should be aware that they could be required to bear the financial risks of this investment for an indefinite period of time. There are a number of risks associated with this investment, any one of which could adversely affect the investors’ return on investment. These risks are detailed in the Offering Memorandum. Investors should only commit to an investment in this product if they understand the nature of the investment and can bear the economic risk of such investment. Investors should review the risks in the Offering Memorandum with their legal and financial advisors prior to investing.

EXEMPT MARKET

Unique investment opportunities