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

 -6.37%  1.66%   27.11%  77.44%

 

      6.97%  

TSX

 -8.12% 12.24%   43.21%    2.03%
 
        16.43%   

S&P 500

   2.04% 22.21%    58.91%   0.14%
 
    17.87% 
¹ For the period May 1, 2006 to January 31, 2012

Morningstar Awards: Spartan wins gold - Best Multi-Strategy Fund

Globe & Mail: Spartan top 10 performer over 5 years

Morningstar profile: Rob Celej, Spartan's Chief Investment Officer

BNN Interview: Brent Channell appears on "Alternative Investing"

Capital preservation - one of Spartan's principal objectives:

>> How has Spartan performed during TSX down months?

>> How has Spartan performed during up, neutral and down markets? 

  • Effective August 2011, Spartan has improved the redemption terms for the Fund by reducing the notice period from 45 days to 1 month.
  • 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.
  • 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.


"HOMOIOI" This term, meaning peers or equals, is what Spartan men called themselves, referring to their equality of education, military training, service, lifestyle and discipline.