has produced +29% growth for investors after cost,” Labbad says. “Most fixed income indices are negative during that timeframe due to rising interest rates. As a result, we have been successful in outperforming our peer group.” Amplus focuses mainly on investmentgrade credit, Labbad adds. “We hedge out most interest rate risk, and we look mainly at the credit profile of companies and invest in their debt. We have a flexible mandate that enables us to invest in different parts of the capital structure, including preferred shares and equity. We actively hedge the overall exposure of the portfolio in times of volatility. Our investors are impressed that returns have been positive every month since inception.”
“At the end of the day, any investment that clients make, they know that we are invested alongside them” Andrew James Labbad, Wealhouse While Anis and Labbad are the driving forces behind each fund, they are quick to point out that the Wealhouse ethos informs their investment style. “Wealhouse has four main advantages,” Labbad says. “First, we are nimble and lean, able to quickly react to opportunities. Second, we have great relationships with banks and dealers who provide access to deal flow, liquidity, ideas, execution and
great time-sensitive opportunities. Third, as a boutique, we provide a personalized approach to our investors, who have direct access to the investment managers influencing their money. Finally, we have skin in the game. Wealhouse partners are all personally invested in our funds. At the end of the day, any investment that clients make, they know that we are invested alongside them. Our interests are aligned.”
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