Waverley specializes in North American private equity and real estate ("alternative") investment opportunities.  We find opportunities that would typically only be available to large institutional investors and package them for individual investors.

 As at December 2021, Waverley has assisted over  4,000   investors .  In 2021, approximately 1,600 new investors trusted Waverley to guide their investment dollars into Canadian small businesses.

Did you know?

• Pension funds, endowment funds, and the ultra-high net worth (the "smart money") have the majority of their portfolios invested in alternative investments.
• Tiger 21 is a peer‐to‐peer, North American (plus London), investment group with over 500 members. 
• Members must have a minimum investable portfolio of $US10M to be a member. The average net worth of their membership is US$100M. 
• At the end of Q3 2021, average member portfolio asset allocations include the following highlights: 
• Real Estate and Private Equity – 49% 
• Public equities – 25% 
• Fixed income - 6%
• Tiger 21 ostensibly represents the most sophisticated and successful group of investors in North America. Their portfolio allocation validates Waverley’s investment thesis. 



• Most brokers or mutual fund firms will typically have a weighting of 70% to 80% public equities, 20% to 30% fixed income and  zero percent alternatives!  If this is what your portfolio looks like,  you are not being well served.  

 The failure of active management:

Over 90% of North American Mutual Funds underperform their Benchmark Index over a five year period.

What we look for (our investment thesis):

• Protection of capital is paramount.
• High risk adjusted returns.
• Security.
• Investments are backed by real assets, in addition to the operating cash flow produced by the issuer. 
• Cash flow from most investments
• Low correlation to public markets.
• Experienced management team.