OUR STORY
Covista Capital was formed by industry veterans Rann Cannon and Spencer MacCosham. Having worked side by side in the investment industry for 25 years, the principals branched out in 2015 to realize their goals of offering independent and unbiased investment advice to their discerning clientele. Covista offers discreet investment advisory services to high net worth individuals and families, as well as to corporations and trusts. Covista facilitates Prime Brokerage of its funds through TD Securities, while Credential QTrade Securities (now Aviso Wealth) offers custodial accounts such as RRSP’s, TFSA’s, RIF’s and RESP’s. Covista’s investment funds are audited annually by an independent third party accounting firm.
Covista Capital Corp. is a registered Portfolio Manager, Investment Fund Manager and Exempt Market Dealer in British Columbia and Ontario, and is a Portfolio Manager and Exempt Market Dealer in Alberta and Manitoba.
OUR MISSION
Covista’s goal is to create long-term capital appreciation for investors through independent and unbiased value-based analysis of investments.
OUR VALUE FUND INVESTMENT STRATEGY
Our Portfolio Manager seeks to acquire positions in companies trading below intrinsic value. We seek to accumulate shares of companies with little or no analyst coverage, strong balance sheets, and competent management teams aligned with investor interests. Risk is reduced through sector and industry diversification.
Investment Objective: Long-term capital appreciation.
Investment Approach: Active bottom-up fundamental value.
