top of page

"People hate to think about bad things happening, so they always underestimate their likelihood."

Recession Growth Fund

Recession Risk Management Thesis  

2024 Macro Views  

High energy prices and interest rates are setting off a wave of insolvency

The Canadian and US Economies will be in full-blown

recession at the end of 2024

US equities and Crypto will sell off noticeably into Mid-Term Elections

Stagflation and DeGlobilazaion on the horizon for the next decade

Investment Focus

Distressed asset purchasing 

  • Industrial/Commercial Insolvency

  • Energy assets + Service companies (Canada, USA)

  • Modern Logistics Infrastructure (IoT, UWB)

  • Battery Storage (TX,CA,NV)

  • Energy Infrastructure sales and service 

  • Commercial Cargo E-bicycles -Last mile transport

Leveraging the insolvency process to acquire assets at 10-20% of wholesale value. 

  

bottom of page