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May/June 2025: Marnoa Diversified Income Fund (MDIF)

Four tall glass skyscrapers with golden reflections rise toward a partly cloudy sky, forming a geometric pattern—an inspiring symbol of modern wealth management and financial planning excellence.

Share This Post Portfolio Manager Commentary As of June 30th, 2025, the fund achieved its target to invest at least 75% of its assets. The fund is diversified amongst private equity, private credit, strategic income, real property, commercial mortgages, royalty and multi-strategy multi-manager. We continue to avoid Canadian Private REITS currently. For the month of […]

April 2025 Portfolio Brief

Four tall glass skyscrapers with golden reflections rise toward a partly cloudy sky, forming a geometric pattern—an inspiring symbol of modern wealth management and financial planning excellence.

Share This Post Portfolio Manager Commentary – Marnoa Diversified Income Fund (MDIF) As of April 30th, 2025, the MDIF is approximately 63% invested. This is below the 75% target we set for the fund; however, we feel the current market environment and patience deploying capital will be rewarded as opportunities develop. The fund is diversified across private […]

March 2025: Marnoa Diversified Income Fund (MDIF)

Close-up of a person’s hand playing an electric guitar, focusing on the fingers pressing the strings on the fretboard. The background is blurred, highlighting the guitar and hand—much like Marnoa Private Wealth Counsel’s sharp focus on your wealth.

Share This Post The fund was launched on February 28th, 2025. As of March 31st, the fund has invested in seven positions representing just over 34% of the fund and the team expects the fund to be 75% invested by the end of April 2025. While the fund is still in its early infancy, the […]