Exemplar Leaders Fund
The Fund seeks to maximize absolute returns through the selection of a basket of undervalued securities and asset allocation. The Fund attempts to reduce volatility by diversifying across economic sectors as well as market capitalization.
The Fund invests primarily in equity and equity-related securities of North American companies. The Fund may also invest in international companies. When considering companies to invest in, management avoids traditional value traps, instead focusing on future prospects for the company and their management teams. The fund does invest in conventional value stocks with single digit price/earnings multiples. The Fund also has the flexibility to invest in smaller cap stocks that would not meet the traditional screen of value managers, aiming to add considerable alpha to long terms returns.
- Long term investors seeking capital appreciation with moderate to high volatility.
- Investors looking to invest in a basket of undervalued securities.
- Investor seeking a portfolio that offers the stability of current industry leaders and the growth of future leaders.
Portfolio Manager Videos
March 31, 2015
Growth of $1,000
Risk Bar Description: Risk Rating
Class A: AHP 1500
Class F: AHP 1510
Class L: AHP 1530
Class A: 1.80%
Class F: 0.80%
Class L: 1.80%
20% of excess over the respective index
Arrow Capital Management
Short term redemption charge
2% of NAV within the first 90 days
RSP, RRIF,DSP, RESP, DPSP, TFSA
Custodian & Valuation Agent
CIBC Mellon Asset Servicing
RBC Investor & Treasury Services
Manager & Promoter
Arrow Capital Management Inc.