The Storm Proof Portfolio: How We Balance Risk and Reward

The Northstar BCI Managed Fund Q3 2025 “Not lose capital. Stay standing. Deliver returns through all conditions.” That’s how Mark describes the essence of the Northstar BCI Managed Fund — built to withstand volatility without sacrificing long-term growth. In this quarter’s discussion, Mike and Mark unpack the balance between stability and activity: Asset allocation remains steady — providing the foundation investors need. Yet beneath the surface, there’s constant research-driven activity within each asset class, ensuring opportunities are captured and risks managed. The result? A fund designed not just to endure, but to adapt and compound over time.