To maximize absolute returns through securities selection and asset allocation. In order to reduce risk and volatility, the fund will be diversified by market cap and industry sector. It invests primarily in equity and equity-related securities of N. American companies and may invest in international companies. The primary focus is on the securities believed to be trading at a discount to their intrinsic value and which present compelling investment opportunities. The assets of the fund will be allocated amongst strategies that balance risk, return and liquidity. The fund may follow a more concentrated investment approach and may overweight certain geographic regions, including N. America, and industry sectors such as the energy or financial sectors. This may result in the fund's portfolio weightings being substantially different from the weightings of the S&P/TSX Comp Total Return Index. The fund may engage in short selling as a result of relief it obtained from the CDN securities regulatory authorities.
Fund filings (PDF) »
Alex Ruus (Started: Aug 27, 2007)
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36 Toronto Street, Suite 3206