Exemplar Canadian Focus Portfolio
The Fund seeks to deliver consistent returns by investing in a concentrated portfolio of Canadian equity securities chosen from those industries that management believes offers the best opportunity for profitable returns at each stage of the economic and market cycle.
The Fund invests in companies with proven management ability, well-defined growth strategies and distinct competitive advantages. Management also looks for event-driven trading opportunities to augment returns. The manager has the flexibility to vary market exposure to mitigate risk.
- Investors looking for capital appreciation through active management of an equity portfolio.
- Investors looking to invest in companies with proven management teams, strong cash flows and earnings growth.
- Investors who wish their portfolios to respond to varying market conditions.
- Investors able to accept a moderate level of risk.
Growth of $1,000
Risk Bar Description: Risk Rating
Class A: AHP 1000
Class F: AHP 1010
Class L: AHP 1030
Class A: 1.65%
Class F: 0.65%
Class L: 1.95%
High Water Mark
Perpetual, based on the highest calendar year-end adjusted NAV
Arrow Capital Management
Short term redemption charge
2% of NAV within the first 90 days
Custodian & Valuation Agent
CIBC Mellon Asset Servicing
RBC Investor & Treasury Services
Manager & Promoter
Arrow Capital Management Inc.