Investor Summary

David MacNicol is the Founder and President of MacNicol & Associates Asset Management Inc., holding credentials B.Eng.Sci, CIM, FCSI. David established the firm in 2001, after an extensive 20-year career in the investment management business including roles at Canada Trust, Cassels Blaikie/Citibank, and Connor Clark and Cumberland Asset Management. He holds a Mechanical Engineering degree from the University of Western Ontario, Canadian Investment Management designation, and is an FCSI. David is registered with the Ontario Securities Commission as a Senior Portfolio Manager and the SEC in Florida. He specializes in North American equities, international investing, real estate, private equity, hedge funds, and alternative asset strategies.

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Fund Strategy

MacNicol & Associates was founded with a simple vision: give investors access to the same opportunities as pension funds. The firm combines Value Investing with Momentum Investing using Public and Private Securities. Since 2001, MacNicol & Associates has safeguarded wealth and delivered growth through disciplined, alternative-driven strategies—independent, proven, and built to endure. They offer globally diversified investment management for individuals, families, and organizations, standing out through alternative strategies, downside protection, and inflation-resistant solutions. The firm provides exclusive perspectives from their global research team—built to guide long-term decisions, not chase market noise. For over two decades, they have helped investors navigate uncertainty, protect capital, and achieve lasting financial goals.

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FUND PERFORMANCE AS OF

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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