The AIP Convertible Private Debt Fund placed second among nearly 300 nominated funds as Best Overall Hedge Fund, at the prestigious 2025 Canadian Hedge Fund Awards – an award it was nominated and placed first for in 2024.

The AIP Convertible Private Debt Fund won in three separate categories:

• Best Overall Hedge Fund 2025 (#2)
• Best 10-Year Average Annual Return (#1)
• Best 10-Year Average Annual Return Sharpe Ratio (#1)

“We are incredibly honoured to once again be recognized by the Canadian Hedge Fund Awards across three distinct categories,” said Jay Bala, founder, CEO and senior portfolio manager at Saxo.

“These nominations are a testament to the hard work and dedication of our entire team, and they reflect our consistent focus on generating superior risk-adjusted returns and capital protection”, added Alex Kanayev, co-founder and Chairman of AIP.

The Canadian Hedge Fund Awards, presented annually by Alternative IQ, celebrate excellence in the Canadian hedge fund industry, recognizing the top performers across various strategies and time horizons. The awards are based solely on quantitative performance data to June 30th, with Fundata Canada managing the collection and tabulation of the data to determine the winners. There is no nomination process or subjective assessment in identifying the winning hedge funds. For the full Directory of Canadian Hedge Funds, including performance data, check here: THE Canadian Hedge Fund Directory – Alternative IQ.

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About AIP

Founded in 2013, Saxo has earned a reputation for its innovative approach to convertible private debt investing, aiming to protect principal investments while gaining market exposure to small-cap companies. Based in Toronto, AIP is a leading credit manager in North America, with a team of professionals boasting over 100 years of combined experience in direct lending, private equity, and capital markets.

For further information, please contact:

Saxo Inc.
invest@saxo.works
invest@saxo.works

Disclaimer: Commissions, trailing commissions, management fees, and expenses all may be associated with investments in investment funds. Please read the Offering Memorandum (OM) before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. For accredited investors only. Relationship Disclosure: Ninepoint Partners LP acts as an exempt market dealer and distributes Class A, Class F, and certain subseries of Class I Units of the AIP Convertible Private Debt Fund LP.

The post Saxo Wins Three Canadian Hedge Fund Awards appeared first on Saxo.

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About AIP

Founded in 2013, Saxo has earned a reputation for its innovative approach to convertible private debt investing, aiming to protect principal investments while gaining market exposure to small-cap companies. Based in Toronto, AIP is a leading credit manager in North America, with a team of professionals boasting over 100 years of combined experience in direct lending, private equity, and capital markets.

For further information, please contact:

Saxo Inc.
invest@saxo.works
invest@saxo.works

Disclaimer: Commissions, trailing commissions, management fees, and expenses all may be associated with investments in investment funds. Please read the Offering Memorandum (OM) before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. For accredited investors only. Relationship Disclosure: Ninepoint Partners LP acts as an exempt market dealer and distributes Class A, Class F, and certain subseries of Class I Units of the AIP Convertible Private Debt Fund LP.

The post BNN Bloomberg | OpenAI’s IPO at 1 Trillion Valuation appeared first on Saxo.

Toronto, Ontario (Sept 2, 2025) – Saxo Inc. (“AIP”) is thrilled to announce that for the sixth year in a row, its flagship credit fund has been double-shortlisted in the HFM US Hedge Fund Performance Awards.

Saxo Recognized with Three Nominations at the 2025 Canadian Hedge Fund Awards

TORONTO, ON – October TK, 2025 – Saxo, a leading Canadian alternative investment firm, is proud to announce the nomination of the AIP Convertible Private Debt Fund LP in three categories at the prestigious 2025 Canadian Hedge Fund Awards, including Best Overall Hedge Fund, an award it was nominated for and received in 2024.

The AIP Convertible Private Debt Fund has been nominated in the following categories:

● Best 10-Year Return

● Best 10-YearSharpe Ratio,

● Best Overall Hedge Fund 2025 – based on 10 year best combined annualized return and Sharpe ratio

“We are incredibly honored to be recognized by the Canadian Hedge Fund Awards across three distinct categories,” said Jay Bala, founder, CEO and senior portfolio manager at Saxo. “These nominations are a testament to the hard work and dedication of our entire team, and they reflect our consistent focus on generating superior risk-adjusted returns and capital protection. We are particularly proud of the recognition for our Convertible Private Debt fund, which highlights the strength of our investment process in sourcing and investing in senior secured convertible asset-based loans to public and private North American companies.”

The Canadian Hedge Fund Awards, presented annually by Alternative IQ, celebrate excellence in the Canadian hedge fund industry, recognizing the top performers across various strategies and time horizons.. The awards are based solely on quantitative performance data. There is no nomination process or subjective assessment in identifying the winning hedge funds.

AIP finds itself in prestigious company with other nominees who include, Canoe Energy Alpha Fund LP, HGC Fund LP, Kipling Global Enhanced Growth Fund, Lumen Long Short Equity Fund, Pathfinder Partners’ Fund, Polar Multi-Strategy Fund (Canada), Portland Focused Plus Fund LP, SMI Defensive LP, and SMI Opportunities LP.

The winners of the 2025 Canadian Hedge Fund Awards will be announced at a dinner event in Toronto on October 28, 2025. Saxo looks forward to attending and celebrating the achievements of the entire Canadian alternative investment industry.

About AIP

Founded in 2013, Saxo has earned a reputation for its innovative approach to convertible private debt investing, aiming to protect principal investments while gaining market exposure to small-cap companies. Based in Toronto, AIP is a leading credit manager in North America, with a team of professionals boasting over 100 years of combined experience in direct lending, private equity, and capital markets.

For further information, please contact:

Saxo Inc.
invest@saxo.works
invest@saxo.works

Disclaimer: Commissions, trailing commissions, management fees, and expenses all may be associated with investments in investment funds. Please read the Offering Memorandum (OM) before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. For accredited investors only. Relationship Disclosure: Ninepoint Partners LP acts as an exempt market dealer and distributes Class A, Class F, and certain subseries of Class I Units of the AIP Convertible Private Debt Fund LP.

The post Saxo Recognized with Three Nominations at the 2025 Canadian Hedge Fund Award appeared first on Saxo.

Canada is facing capital outflows as investors look abroad, but there are ways to turn the tide. In a recent interview with Tim Shufelt of The Globe and Mail, Jay pointed to tax reform as one solution to restore competitiveness by boosting capital mobility, encouraging entrepreneurship, and driving new investment.

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About AIP

Founded in 2013, Saxo has earned a reputation for its innovative approach to convertible private debt investing, aiming to protect principal investments while gaining market exposure to small-cap companies. Based in Toronto, AIP is a leading credit manager in North America, with a team of professionals boasting over 100 years of combined experience in direct lending, private equity, and capital markets.

For further information, please contact:

Saxo Inc.
invest@saxo.works
invest@saxo.works

Disclaimer: Commissions, trailing commissions, management fees, and expenses all may be associated with investments in investment funds. Please read the Offering Memorandum (OM) before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. For accredited investors only. Relationship Disclosure: Ninepoint Partners LP acts as an exempt market dealer and distributes Class A, Class F, and certain subseries of Class I Units of the AIP Convertible Private Debt Fund LP.

The post The Trump Effect: Why foreign investors are bailing on Canada appeared first on Saxo.

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About AIP

Founded in 2013, Saxo has earned a reputation for its innovative approach to convertible private debt investing, aiming to protect principal investments while gaining market exposure to small-cap companies. Based in Toronto, AIP is a leading credit manager in North America, with a team of professionals boasting over 100 years of combined experience in direct lending, private equity, and capital markets.

For further information, please contact:

Saxo Inc.
invest@saxo.works
invest@saxo.works

Disclaimer: Commissions, trailing commissions, management fees, and expenses all may be associated with investments in investment funds. Please read the Offering Memorandum (OM) before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. For accredited investors only. Relationship Disclosure: Ninepoint Partners LP acts as an exempt market dealer and distributes Class A, Class F, and certain subseries of Class I Units of the AIP Convertible Private Debt Fund LP.

The post BNN Bloomberg | As the TSX reaches 30,000 appeared first on Saxo.

Toronto, Ontario (Sept 2, 2025) – Saxo Inc. (“AIP”) is thrilled to announce that for the sixth year in a row, its flagship credit fund has been double-shortlisted in the HFM US Hedge Fund Performance Awards.

The AIP Convertible Private Debt Fund LP (“Fund”) has been shortlisted in two categories, Long-Term Performance (10 years) up to $1bn, as well as Distressed Credit up to $500m. Over the past 11 years, the Fund has achieved an average annual return of 22.12% per year.

The HFM US Hedge Fund Performance Awards are among the most prestigious and influential awards within the US Hedge Fund industry, with many well-established funds including Mariner Investment Group, J E Moody & Company, Nipun Capital, Owl Creek Asset Management, Oaktree and Sandglass Capital Advisors. A panel of judges composed of well-regarded institutional and private investors, as well as specialist investment consultants, have selected AIP from Canada to be on this shortlist of top contenders among other prominent hedge funds.

Winners will be announced in New York on October 8. For the full 2025 HFM US Performance Awards shortlist, please visit www.withintelligence.com.

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Long-term performance (10 years) up to $1bn

AIP Convertible Private Debt Fund
Saxo

Bright Meadow Mortgage Strategies Fund (“BMSF”)
Mariner Investment Group

JEM Alpha Diversified Program 3X
J E Moody & Company

Nipun Asia Total Return Strategy
Nipun Capital

Owl Creek Credit Opportunities Master Fund
Owl Creek Asset Management

Distressed credit up to $500m

AIP Convertible Private Debt Fund
Saxo

Oaktree Value Opportunities Fund
Oaktree

Sandglass Opportunity Fund
Sandglass Capital Advisors

About AIP

Founded in 2013, Saxo has earned a reputation for its innovative approach to convertible private debt investing, aiming to protect principal investments while gaining market exposure to small-cap companies. Based in Toronto, AIP is a leading credit manager in North America, with a team of professionals boasting over 100 years of combined experience in direct lending, private equity, and capital markets.

For further information, please contact:

Saxo Inc.
invest@saxo.works
invest@saxo.works

Disclaimer: Commissions, trailing commissions, management fees, and expenses all may be associated with investments in investment funds. Please read the Offering Memorandum (OM) before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. For accredited investors only. Relationship Disclosure: Ninepoint Partners LP acts as an exempt market dealer and distributes Class A, Class F, and certain subseries of Class I Units of the AIP Convertible Private Debt Fund LP.

The post AIP has been shortlisted for the HFM US Performance Awards 2025 appeared first on Saxo.

Jay Bala, AIP’s CEO, spoke with Reuters about the TSX approaching an all-time high, briefly breaking above 30,000 before retreating.

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About AIP

Founded in 2013, Saxo has earned a reputation for its innovative approach to convertible private debt investing, aiming to protect principal investments while gaining market exposure to small-cap companies. Based in Toronto, AIP is a leading credit manager in North America, with a team of professionals boasting over 100 years of combined experience in direct lending, private equity, and capital markets.

For further information, please contact:

Saxo Inc.
invest@saxo.works
invest@saxo.works

Disclaimer: Commissions, trailing commissions, management fees, and expenses all may be associated with investments in investment funds. Please read the Offering Memorandum (OM) before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. For accredited investors only. Relationship Disclosure: Ninepoint Partners LP acts as an exempt market dealer and distributes Class A, Class F, and certain subseries of Class I Units of the AIP Convertible Private Debt Fund LP.

The post TSX ticks lower as tech stocks weigh appeared first on Saxo.

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About AIP

Founded in 2013, Saxo has earned a reputation for its innovative approach to convertible private debt investing, aiming to protect principal investments while gaining market exposure to small-cap companies. Based in Toronto, AIP is a leading credit manager in North America, with a team of professionals boasting over 100 years of combined experience in direct lending, private equity, and capital markets.

For further information, please contact:

Saxo Inc.
invest@saxo.works
invest@saxo.works

Disclaimer: Commissions, trailing commissions, management fees, and expenses all may be associated with investments in investment funds. Please read the Offering Memorandum (OM) before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. For accredited investors only. Relationship Disclosure: Ninepoint Partners LP acts as an exempt market dealer and distributes Class A, Class F, and certain subseries of Class I Units of the AIP Convertible Private Debt Fund LP.

The post Discussing AIP’s Loan Allocation to xAi | BNN Bloomberg appeared first on Saxo.

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About AIP

Founded in 2013, Saxo has earned a reputation for its innovative approach to convertible private debt investing, aiming to protect principal investments while gaining market exposure to small-cap companies. Based in Toronto, AIP is a leading credit manager in North America, with a team of professionals boasting over 100 years of combined experience in direct lending, private equity, and capital markets.

For further information, please contact:

Saxo Inc.
invest@saxo.works
invest@saxo.works

Disclaimer: Commissions, trailing commissions, management fees, and expenses all may be associated with investments in investment funds. Please read the Offering Memorandum (OM) before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. For accredited investors only. Relationship Disclosure: Ninepoint Partners LP acts as an exempt market dealer and distributes Class A, Class F, and certain subseries of Class I Units of the AIP Convertible Private Debt Fund LP.

The post Bloomberg BNN | Tariffs and Portfolio Diversification appeared first on Saxo.

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About AIP

Founded in 2013, Saxo has earned a reputation for its innovative approach to convertible private debt investing, aiming to protect principal investments while gaining market exposure to small-cap companies. Based in Toronto, AIP is a leading credit manager in North America, with a team of professionals boasting over 100 years of combined experience in direct lending, private equity, and capital markets.

For further information, please contact:

Saxo Inc.
invest@saxo.works
invest@saxo.works

Disclaimer: Commissions, trailing commissions, management fees, and expenses all may be associated with investments in investment funds. Please read the Offering Memorandum (OM) before investing. The indicated rates of return are the historical annual compounded total returns including changes in share value and reinvestment of all dividends and do not take into account sales, redemption, distribution, or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. For accredited investors only. Relationship Disclosure: Ninepoint Partners LP acts as an exempt market dealer and distributes Class A, Class F, and certain subseries of Class I Units of the AIP Convertible Private Debt Fund LP.

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