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 |
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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: | 28 |
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