Having experienced every Bull and Bear Market since 1987, we bring a wealth of experience to the table. Thirty years of portfolio management is a credential that is rare. Investing is not just our career, it is our passion and hobby, and our net worth is invested right alongside our clients.
We are conscious of the fact that if you invest with us you are placing your trust in us. Doing the right thing for our clients is not just a business slogan, it is a moral obligation. We commit to always working in your best interest.
The Alpha Delta Fund provides exposure to companies with superior earnings performance in strongly trending sectors of the market.
The Alpha Delta Fund employs a hardwired sell discipline and has the flexibility to completely exit the equity market during extended periods of stress.
The Alpha Delta Fund’s investment process is responsive to quickly changing market conditions. We do not use leverage, short securities, or invest in illiquid securities.
You will have a professionally managed portfolio tailored to your risk profile.
You will own a portfolio that strikes a balance between growth and income, and puts day to day investment decisions in the portfolio manager’s hand.
If you would like to invest in any of the strategies mentioned on this website, please fill out the “Request a Consultation” form and we will get in touch to discuss the next steps during regular business hours.
Please note that, at this time, directly investing with Barry Hirowatari and BTH Tactical is limited to residents of British Columbia and Alberta. If you live elsewhere in Canada we may be able to refer you to a colleague who can purchase our funds on your behalf.
Always work in the client’s best interests.
Earn and maintain trust.
Listen to the client, determine their needs, and record their investment objectives.
Stay vigilant and maintain a robust sell discipline.
Place assets where there are positive trends rather than staying with minimal return.
Be tactical, there are times when it is wise to reduce equity exposure.
Deliver full performance and asset allocation each quarter.
Invest in the same securities as the clients and have “skin in the game”.
Always execute the client’s orders first.