Spartan Fund Management Inc. is a Toronto-based private wealth management firm advising private funds and managed accounts on behalf of high net worth and institutional clients.  Using a broad range of trading strategies and a distinctive institutional approach, Spartan is unique to the Canadian market.

Spartan Multi Strategy Fund¹
 

Returns (cumulative)

  

Risk
 

1 Year

2 Years

3 Years

Inception

  

Std. Dev.
(pa)

Spartan

  7.07%  24.81%  35.42%  72.69%

 

  7.31%

TSX

  8.59% -13.83% -15.54%  -4.02%
 
 17.75%

S&P 500

 11.56% -13.08% -24.30% -15.95%
 
 18.33%
¹ For the period May 1, 2006 to July 31, 2010

Capital preservation is one of Spartan's principal objectives.

Click here to see how Spartan has performed during TSX down months

Click here to see how Spartan has performed during various market scenarios 

  • Effective January 2010, Spartan is an eligible investment for self directed registered accounts held with your dealer - RSPs, TFSAs, RESPs and RIFs.
  • Spartan is now a component of the Scotia Capital Canadian Hedge Fund Performance Index.
  • Spartan trades listed equity, currency, commodity and debt markets in private funds and managed accounts on behalf of high-net-worth and institutional clients.
  • The vision in creating Spartan, and our edge, is to bring the institutional experience and discipline of successful proprietary bank traders, floor traders and market makers within an investment fund structure.
  • Preservation of capital is as important as performance. Avoiding large losses is invaluable, not just for our client’s peace of mind but for their returns as well.
  • The employees of the firm are – and will remain – significant investors of the Fund, representing approximately 20% of assets under management.
  • Each member of our senior management team has over 20 years’ experience in the capital markets, covering all key areas in wealth management – trading, operations, risk management and compliance.
  • Governance and infrastructure are paramount in everything that we do.


"THE HOPLON" The sturdy Spartan shield sheltered the individual, and his fellow soldiers in their tightly packed phalanx. This strategic protection was integral to success.