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Our Funds

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

EQUITY STRATEGY

Small Cap 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.

Key Fund Data
Investors: Available to Accredited Investors
Portfolio Manager: John Ewing
Inception Date: May 1, 2015
Geographic Region: Global
Benchmark: MSCI Global Small Cap Index (CAD)
Subscriptions: Monthly
Redemptions: Monthly
Lock-Up: None

Learn More About The Small Cap Fund

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