The investment objective of the Alpha Fund is to achieve a high rate of capital appreciation through investments consisting primarily of North American listed and over-the-counter equity securities. The Alpha Fund will execute aggressive trading strategies, actively invest in new issues, initial public offerings and derivative securities, will generally hold no more than 10 securities with the remainder of its assets invested in cash, treasury bills and/or index products and may use leverage to enhance return.

Portfolio structure guidelines and strategic allocation:
  • Fund typically holds between 0 and 10 positions
  • There is no position size limit
  • There is no sector exposure limit
  • Leverage is permitted

Due to the risks inherent in an investment in the Alpha Fund, the Alpha Fund is only suitable for investors with a high tolerance for risk and the ability to withstand significant financial losses, including the loss of their entire investment.