The investment objective of the Fund is to provide long-term growth through capital appreciation by strategically allocating the assets primarily to common shares of Canadian and U.S. companies. The Fund may use derivative strategies to enhance returns and/or hedge security, market and exchange rate risk.

Portfolio structure guidelines and strategic allocation:
  • Fund typically holds between 20 and 30 positions
  • Independent positions limited to 15% of the portfolio
  • Sector exposure limited to 15% above benchmark
  • Emphasis on secular growth stories at reasonable value