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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter,
Banks and fund companies are pitching the sale of private assets like private equity, properties, infrastructure and private credits to retail investors, setting up funds for high net worth clients. What should retail investors watch out for when considering investing in such funds? Are there funds in this area that you will recommend for retail investors? Thanks.
Read Answer Asked by Willie on December 20, 2023
Q: Hello, with respect to David's suggestion for 5i initiating a US growth portfolio - If I remember correctly, Peter started a Long/Short USD Equity fund 1-2 years ago. With disclosure " Not a solicitation ", may be you could direct us to a place/contact, where more information could be obtained about this USD Fund offer - Eligibility, minimum, mandate, performance and fees etc.

Thank You
Read Answer Asked by rajeev on November 24, 2023
Q: Apparently there are successful fund managers that charge only a percentage of their profits and not a MER on holdings….How does one find and evaluate such folks… l
Read Answer Asked by James on November 16, 2023
Q: Hi

This is a video 5i members may find interesting and helpful concerning the market.

Read Answer Asked by Mike on September 28, 2023
Q: Hi, is Hedges fund safe or very risky

Jean Guy
Read Answer Asked by Jean Guy on June 28, 2023
Q: Hello,

It seems like Wealthsimple Trade is offering some new products. 3 of which are stock lending, private credit, and a few months ago a venture fund. What are your thoughts on these offerings and could you explain how they generate a return?

Thank you.
Read Answer Asked by Robert on April 05, 2023
Q: How does one determine if an alternative investment company is legit and determine the level of risk with the investment. My daughter has been looking at bequest legacy investing. They have a legacy fund that invests in commercial real estate, performing loans and energy that provides 10% cash flow and gives you your investment back after two years if you choose or you can stay invested. Are you familiar with this company?
Read Answer Asked by Pamela on March 20, 2023
Q: I am thinking of investing in the Westbridge Capital Partners Income Trust. Can you please provide your thoughts on this income trust.
Read Answer Asked by Vineet on January 17, 2023
Q: Could you comment on this fund I cannot find any information I was told they had over 37 percent return in 2021 with no management fees
I think it is a real estate fund

Read Answer Asked by Paul on January 18, 2022
Q: Hi Peter and Ryan,

It is a pleasure to see you folks on BNN, When is the next appearance ?

why don't you add `a calendar of events' on your website of when you and your team is invited to interviews on business news channels on TV or Internet. Those interviews are really informative and cover wide ranging topics and I'm sure your members would love to watch them `live'.


Read Answer Asked by Rajesh on May 12, 2021
Q: I follow Jason Donville and like 5iresearch recommends similar tech companies as 5i using "the rule of 40". Do you use this rule? Other than his fairly transparent newsletter, is there any way to see exactly what his holdings are in the DKAM Capital Ideas fund?
Read Answer Asked by David on March 23, 2021
Q: Over the past few weeks I've become increasingly interested in alternative investing, particular with regard to fixed income. I meet the criteria for an accredited investor and could manage an offering memorandum, yet liquid alts look a little more interesting. Three questions: (1) Do you think there's a case to be made to redeploy 5% to 10% of the traditional 60/40 mix into alternatives? (2) Are you guys up for answering some questions about the different liquid alt strategies? (3) If not, any suggestions where a relatively savvy investor would go to get some good independent advise on how to best wade into this asset class?
Read Answer Asked by Brian on February 16, 2021
Q: When a hedge fund collapses due to missmanagement, embezzlement etc is there any protection for the people who have invested their money with them?
Read Answer Asked by J on February 02, 2021