Our Funds

Our Fund Strategies Provide Multi-Alternative Solutions
that Fit Perfectly with Any Investment Portfolio


Opportunities Fund

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.

Key Fund Data
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: 35

Learn More About The Opportunities Fund

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