At C.A. Bancorp, we believe that adding alternative assets to a traditional asset mix is an excellent way to bolster potential returns while lowering overall portfolio volatility. We aim to generate a long-term, annual return of 15% to 25% on each investment, while carefully managing risk.
We focus our resources in the small- and mid-cap industrials, infrastructure, real estate and financial services sectors - four areas that offer strong cash flows, tangible assets and some of the most dynamic investment opportunities.
Asset class: Industrials
Investment: $4 million Summary: $4 million investment in specialized bottle manufacturer and distributor, Salbro Bottle Group
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Asset class: Industrials
Investment: $4 million Summary: $4 million investment in High Fidelity, Canada’s primary 24/7 provider of high-definition channels to satellite and cable providers
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Asset class: Industrials
Managed assets: $16 million Summary: Closed-end, publicly traded fund that utilizes a long-short strategy with a long bias, with up to 25% of the portfolio can be invested in private companies.
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Asset class: Infrastructure
Investment: $10 million Summary: $10 million investment in Bermingham Foundation Solutions, a world leader in the specialty foundation industry
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Asset class: Infrastructure
Investment: $5 million Summary: $5 million investment in Everus Communications Inc., a leading rural WiMAX broadband provider in Southwestern Ontario
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Asset class: Infrastructure
Investment: $700,000 USD Summary: $700,000 USD investment in Caribbean telecom company Windward Telecom Ltd.
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Asset class: Real estate
Managed assets: $113 million Summary: C.A. Bancorp owns approximately 33% of the outstanding units of Charter REIT
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Asset class: Real estate
Investment: $6 million Summary: $6 million investment in a newly formed limited partnership with Centurion Apartment Properties Limited Partnership, an experienced real estate developer and property manager
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Asset class: Financial Services
Investment: $2.6 million Summary: $2.6 million investment to acquire 85% of a boutique Canadian investment counsellor and portfolio manager
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Asset class: Financial Services
Managed assets: $46.4 million Summary: TSX-listed mutual fund corporation providing tax-efficient exposure to commercial real estate loans and mortgages. Investors hold 10-year preferred shares in the corporation while C.A. Bancorp holds the subordinate class A shares
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Asset class: Financial Services
Investment: $10.5 million Summary: $10.5 million investment to acquire the $90 million businesses of Agrifinance and AgriCard through a new subsidiary, AgriFinancial Canada Corp.
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