How We Build Portfolios
We invest in a diversified portfolio of energy and mining firms that provide attractive tax savings and will benefit from even a modest recovery.
Terra LPs invest primarily in public resource companies. Sector weightings are determined by investment opportunities. With investment, your capital is at risk.
A $1,000 investment in a Terra LP provided the following tax savings, market value and profits on maturity.
Figures are for no-load units. Tax savings reflect a 50% tax rate and include tax credits. Past performance does not guarantee future results.
We select firms that offer attractive capital appreciation potential.
Our investment team from Cypress Capital Management has extensive experience in managing flow-through limited partnerships and other tax-efficient funds.
Greg began his career in 1980 with Rhodes Denton as a private placements analyst and went on to work at Nesbitt Thomson, Royal Trust, and National Trust. From 1992 to 1998, Greg was a managing partner at M.K. Wong & Associates (now HSBC Asset Management Canada Ltd.) where he specialized in private client and institutional portfolio management. At M.K. Wong, Greg was the lead portfolio manager on the Lotus Canadian Equity Fund and the Hong Kong Bank Small Cap Growth funds. In 1998, Greg became a founding partner of Cypress Capital Management Ltd.
Jeff received his B.Comm from the University of Victoria, Peter B. Gustavson School of Business in 2009. He completed internships at Raymond James, Canaccord Genuity and the British Columbia Investment Management Corporation. Jeff joined GMP Securities in 2009 as an Analyst in the Investment Banking and Corporate Finance group where he was involved in M&As, capital market advisory and underwriting. He joined Cypress in 2013 as an Analyst and became a CFA charterholder in 2016. Jeff was promoted to Portfolio Manager in 2016.
Michael received his BA (Administrative and Commercial Studies) from the University of Western Ontario in 1996, and his MBA from York University, Schulich School of Business in 2003. In 1999, he began his investment management career with TD Asset Management. From 2004 to 2009, Michael worked as an equity research associate with Scotia Capital and RBC Capital Markets. Michael has been a CFA charterholder since 2006. Michael joined Cypress in 2009 as an Associate Portfolio Manager and was promoted to Portfolio Manager in January 2010.
Brad received his B.Comm (Finance) from the University of Calgary, Haskayne School of Business. Post-university, Brad started his career at Haywood Securities as an Energy Investment Banker and later on, joined Priviti Capital Corporation as an Equity Analyst. Brad joined Cypress in 2017. Brad is a level III CFA Candidate and is currently an Analyst working closely with the Portfolio Management team.