Vision's Andrew Moffs Recognized As 2025 TopGun Investment Mind By Brendan Wood International
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TORONTO — Vision Capital Corporation ('Vision'), the manager of the Vision Opportunity Funds (the 'Funds'), is very pleased to announce that Mr. Andrew Moffs, Vision's Senior Vice President, Portfolio Manager, has been recognized for the second consecutive year as a TopGun Investment Mind by Brendan Wood International. The Brendan Wood designation honours investment professionals who demonstrate exceptional investment acumen, strategic insight, and professionalism, as voted by their industry peers. This prestigious recognition underscores Andrew's unique talent, disciplined approach, and expertise in executing Vision's investment strategy.
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Andrew remarked, 'This honour reflects the collective skill and dedication of Vision's entire portfolio management team. It validates our proprietary and disciplined investment approach, which could not succeed without the team's collaborative efforts. Vision benefits from one of the largest and uniquely specialized investment teams focused on real estate securities globally and is dedicated to delivering superior risk-adjusted returns for our clients.'
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On behalf of Vision's clients and the entire Vision team, we extend our congratulations to Andrew on this significant milestone.
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At Vision, we differentiate ourselves by challenging the traditional approach to real estate investing. We focus on identifying investment opportunities that deliver superior risk-adjusted total returns while prioritizing capital preservation. Vision's unique strategy, implemented through the Funds, utilizes a long-short approach to provide a more efficient and effective method of gaining real estate exposure by investing in publicly traded real estate securities while minimizing risk.
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We see inefficiencies in the real estate securities market as opportunities to create value. These inefficiencies enable the Funds to invest at lower cost bases, with reduced risks and enhanced liquidity compared to direct property ownership, while maintaining a strong focus on protecting and growing capital.
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The Funds operate under a global investment mandate, primarily focusing on North America, where structural inefficiencies in U.S. and Canadian real estate securities present significant value-creation opportunities. Our selective and active engagement enhances performance, as demonstrated by the 21 successful takeovers of portfolio holdings over the past 16 years with an average announced takeover premium of 28%.
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The Funds are managed by a team that includes Co-Portfolio Managers Jeffrey Olin and Andrew Moffs, alongside Portfolio Advisor Frank Mayer, who collectively have over 100 years of real estate investment experience. This extensive knowledge, combined with unique insights and strong sector relationships, has contributed to the long-term success of the strategy. Since its inception in July 2008 through April 30, 2025, the Vision Opportunity Fund Limited Partnership, Class AF Units have delivered a total return of 439.2% and a compound annual growth rate (CAGR) of 10.5%, net of all fees and expenses. This compares to a 194.7% total return (6.6% CAGR) for the S&P/TSX Capped REIT Index and a 210% total return (7.0% CAGR) for the MSCI US REIT Index over the same period, and with significantly lower volatility. 1
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About Brendan Wood International:
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Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets. Relying on its real time intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. Big cap companies looking for comprehensive investor confidence data on their organizations are likely to discover that Brendan Wood partners consult with their investors non-stop year round. There are 2000+ live consultations with investment professionals overseeing +/- $60 trillion invested in the +/- 1400 big cap companies on the BWI Index. Investors depend on BWI to quantify the demand side of the investment industry, including the name-by-name research sales and trading professionals who influence investor demand. The firm's partners have formally presented at 1000+ C level strategy meetings and corporate off-sites in fifty cities. Brendan Wood founded the exclusive TopGun Club, a performance-based institution.
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