Investment Philosophy
Intentional Investing
Built for long-term thinking —
We manage capital the way it should be.
Investment Management
Since its inception, Viking Capital Corp. has focused on one core service: the disciplined, intentional management of client portfolios.
We conduct our research internally, avoid index replication, and do not manage portfolios around short-term market trends.
Instead, we concentrate on building thoughtful, long-term investment strategies — one client at a time — applying the same philosophy, discipline, and risk awareness to every decision.
“We focus on what we do best.”
Two Approaches. One Philosophy.
Viking Capital Corp. offers two complementary ways for clients to invest:
through individually managed portfolios and internally managed pooled funds. Both approaches are grounded in the same long-term, research-driven investment philosophy.
Tailored Portfolio Management
We design and manage customized discretionary portfolios for high-net-worth clients. Each portfolio is structured around individual objectives, time horizons, and risk considerations. Investments are selected through rigorous fundamental research and a long-term ownership mindset.
Viking Capital Corp.
Investment Funds
Eligible clients may also invest through Viking Capital Corp.’s proprietary pooled funds. Each fund follows a clearly defined investment mandate and is managed using the same disciplined research process applied across the firm. Availability is subject to eligibility requirements.
Aligned With Long-Term Investors
Our clients — whether individuals or institutions — share one defining trait: a commitment to long-term thinking and discipline. At Viking Capital Corp., we align our capital with theirs.
private
investors
We work with accredited investors seeking professionally managed portfolios rooted in clarity, focus, and long-term value creation.
institutional investors
Viking partners with select institutions, foundations, and organizations that share our commitment to patient, value-oriented investment strategies.
Secondary
sellers
Through our network and established relationships, Viking assists investors and intermediaries in secondary fund sales, ensuring value realization with discretion and transparency.
“Focusing on intrinsic value can provide a reliable anchor during financial storms.”
– Jonathan Norwood, EVP, Portfolio Manager
Our Investment Strategies
Viking Capital Corp. offers four distinct pooled fund strategies, each designed to address specific investment objectives through focused, active management.
Discovery fund
The Discovery Fund seeks long-term capital appreciation through investment in small Canadian companies, generally with market capitalizations of less than $250 million at the time of initial investment.
global Value fund
The Global Value Fund seeks long-term capital appreciation through investments in global equity securities that the investment team believes are trading below intrinsic value.
core Canadian
equity fund
The Core Canadian Equity Fund provides exposure to a diversified portfolio of Canadian companies, including mid- and large-cap issuers, with selective international exposure where appropriate.
North American
Growth fund
The North American Growth Fund invests in companies with strong management teams, established operating histories, and the potential for sustained growth in sales, earnings, and free cash flow.
Disclosure & Risk Information: Statements regarding firm ownership, alignment, and investment approach are provided for general informational purposes only. Additional disclosure and risk information applies and is available here.