Who We Help
Financial Advisors
Humbl Edge partners with independent advisors dedicated to providing exceptional client care with the highest standards of investment excellence.
As an extension of your practice, we offer end-to-end portfolio construction research and dedicated support to streamline workflows, manage regulatory complexities, and enhance sophistication.
Institutional Investors
We work closely with organizations managing complex and evolving investment needs.
Leveraging artificial intelligence, proven frameworks, and deep capital markets expertise, our team is uniquely positioned to reinforce internal capabilities across global asset classes
Please contact us for additional information.
Our Process
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We believe long-term success comes from staying the course - especially through turbulent markets. For your clients, this means delivering a stable, rewarding experience grounded in consistency and discipline. Our approach supports building ‘All-Weather’ strategies designed to pursue attractive, risk-managed outcomes with a focus on downside protection.
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Investing in global markets brings both complexity and unpredictability. Rather than relying on bold predictions or intuition, we believe in staying humble and following a disciplined, structured process to carefully construct each model portfolio.
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We analyze global economic and market trends to develop a comprehensive view of investment opportunities from a broad, global perspective.
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We pursue diversification across asset classes and industry sectors, to balance risk, correlations, and return potential, considering key factors such as valuations, fundamentals, and financial conditions.
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We use a multi-factor approach that blends fundamental analysis with AI-driven insights to identify attractive stocks and bonds from a global universe of 3000+ securities. This research informs our suite of tactical sleeve models.
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We perform rigorous due diligence on external asset managers, evaluating their investment process, organizational structure, performance consistency, and competitive edge.
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We assess critical risks and integrate them into both our tactical sleeve models and broader portfolio construction views, including:
-Interest rate risk
-Inflation risk
-Credit risk
-Currency risk
-Tail risk (extreme market events)
We offer a suite of tactical sleeves - SMA models across equities, fixed income, and risk overlays - accessible through the multi-asset model portfolios or on a standalone basis.
Building Blocks
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Canadian Dividend Advantage Model
Concentrated portfolio targeting attractively-valued Canadian companies across the capitalization range that consistently pay above-average dividend yields.
U.S. Shareholder Yield Model
Concentrated portfolio targeting attractively-valued U.S. companies that generate above-average shareholder yield through dividends and share buybacks.
Global Select Leaders Model
Concentrated global equity portfolio targeting industry leading companies with strong fundamentals trading at reasonable valuations.
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Canadian Core Bond Model
Core fixed income strategy targeting direct exposure to high quality, investment-grade bonds from corporations and government-related entities.
Global Enhanced Income Model
Multi-asset income strategy targeting attractive yields from high income sources, including high yield bonds, preferred shares, and option-writing strategies.
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Currency Hedging Model
Diversified global equity strategy with adaptive currency exposures through hedging strategies on U.S. and international currencies.
Tail Risk Model
Risk-managed investment strategy seeking upside market capture while providing protection from extreme market events through structured option exposures.
Integrating AI with Human Expertise
Our team leverages hands-on experience integrating AI with rigorous fundamental analysis. Using advanced machine learning algorithms, we can efficiently process large datasets and uncover non-linear relationships across multiple global variables - an approach especially valuable for shorter, tactical investment horizons.
Despite these capabilities, our domain expertise in capital markets remains indispensable. Our experienced team is well-versed in navigating complex market environments - particularly where data is limited or historical precedent is unclear - ensuring that AI enhances, rather than replaces, sound human judgment.
