Portfolios 2017-07-26T15:59:48+00:00

Our Portfolios

Equity Portfolios

High Income Portfolio

Strategic Income Portfolio

Bond and Preferred Share Portfolio

Commercial Litigation Finance Portfolio

Equity Portfolios

Featuring

A concentrated portfolio of public companies with shares that we believe are undervalued.

Objective

To acquire ownership stakes in companies with attractive economics at favourable prices.

Suitable for

Investors seeking higher returns when compared to income-oriented portfolios and willing to tolerate more risk.

Managed through three Bridgeport pooled funds with each fund containing approximately 10 to 15 securities:

  • Bridgeport Canadian Equity Fund (Canadian large-capitalization focus)
  • Bridgeport U.S. Equity Fund (U.S. large-capitalization focus)
  • Bridgeport Small & Mid Cap Equity Fund (North American small- and mid-capitalization focus)

For more information on Bridgeport’s Equity Portfolios,
connect with us anytime.

High Income Portfolio

Featuring

A concentrated mix of investment-grade and non-investment-grade corporate bonds, convertible bonds, preferred shares and dividend-paying common shares.

Objective

To preserve capital and generate income.

Suitable for

Investors with moderate risk tolerance, seeking less volatile returns than those of equity portfolios.

Managed through one pooled fund containing over 30 securities with no single security representing more than 4% of the portfolio.

For more information on Bridgeport’s High Income Portfolio, connect with us anytime.

Strategic Income Portfolio

Featuring

A concentrated mix of investment-grade and non-investment-grade corporate bonds, convertible bonds, preferred shares and dividend-paying common shares.

Objective

To preserve capital and generate income. The majority of the portfolio is held in U.S. dollar investments.

Suitable for

Investors with moderate risk tolerance, seeking less volatile returns than those of equity portfolios. This portfolio is suitable for international investors who are seeking exposure to U.S. dollar investments.

Managed through one pooled fund containing over 30 securities with no single security representing more than 4% of the portfolio.

For more information on Bridgeport’s Strategic Income Portfolio,
connect with us anytime
.

Bond and Preferred Share Portfolio

Featuring

A portfolio that’s customized for each investor on an individual security basis, with a focus on mostly investment-grade bonds and preferred shares issued by governments, corporations and other entities.

Objective

Primarily to preserve capital and generate income.

Suitable for

Investors with a low tolerance for capital loss.

For more information on Bridgeport’s Bond and Preferred Share Portfolio, connect with us anytime.

Commercial Litigation Finance Portfolio

Commercial litigation finance firms provide third-party funding of legal and other ancillary costs related to commercial claims, in exchange for a share of damages if the claim is successfully resolved.

Bridgeport is the Fund Manager for Balmoral Wood Commercial Advocate Fund I LP, a multi-manager fund focused on the commercial litigation finance sector. The fund aims to provide investors with exposure to a diversified set of commercial claims across stages and types of litigation, geography, industry and plaintiff law firms. This is achieved by investing in a selection of top-litigation finance funds.

For more information on Balmoral Wood, please click here.

Balmoral Wood