Our Fund Strategies Provide Multi-Alternative Solutions that Fit Perfectly with Any Investment Portfolio
The Fund invests globally, with a bias towards North America, with a primary focus on “Compounders”, companies we believe have the ability to grow earnings per share by 10-15% per year over the long term.
To complement the above approach, we invest in companies where a catalyst, most often improved capital allocation, could unlock shareholder value. We also short sell overpriced securities.
| Investors: | Available to Accredited Investors |
|---|---|
| Portfolio Manager: | John Ewing |
| Inception Date: | September 9, 2011 |
| Geographic Region: | North America |
| Benchmark: | S&P/TSX Composite Index |
| Subscriptions: | Monthly |
| Redemptions: | Monthly |
| Lock-Up: | None |
| # of Holdings: | 31 |
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