Exemplar Performance Fund
The Fund seeks to deliver consistent returns in varying market conditions by investing primarily in Canadian securities with proven management teams, strong cash flows and earnings growth. The Fund’s concentrated portfolio of securities is 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.
Portfolio Manager Videos
January 22, 2015
Growth of $1,000
Risk Bar Description: Risk Rating
Class A: AHP 1200
Class F: AHP 1210
Class LL: AHP 1230
2% quarterly distribution:
Class AD: AHP 1205
Class FD: AHP 1215
Class LD: AHP 1235
Class A: 2.00%
Class F: 1.00%
Class LL: 2.30%
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.