Objective & Strategy:
The objective of the Fund is to generate superior risk-adjusted returns through a multi-disciplinary and opportunistic investment approach, while maintaining a focus on capital preservation. The Fund seeks to identify opportunities in the capital structure of Canadian companies.
The special situation strategy will invest opportunistically in equity, credit and distressed securities. The portfolio mix will vary according to the quality and quantity of return opportunities, and take into consideration the catalyst probabilities.
Equity Investing – event specific, misunderstood companies/situations, mispriced equities.
Credit Investing – situational opportunities.
Distressed Security Investing – investing at a discount with catalyst for value creation.
Ideal for:
The Fund is ideal for investors who are seeking higher returns with moderate volatility. The Fund will complement a conservative portfolio seeking higher returns.