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High‑Conviction Portfolio:
Access to a concentrated, high‑conviction, best‑ideas portfolio that is independent of Canadian equity market index compositions.
Quality‑Focused Investment Process:
Rigorous and consistent management process focused on investing in high‑quality businesses with resilient earnings and free cash flow that are deemed to be trading at a discount to intrinsic value.
Capital Preservation & Long‑Term Growth:
Strong emphasis on capital preservation, volatility control, and downside protection, supported by a disciplined, long‑term investment philosophy emphasizing exposure to durable businesses with the potential for significant compound growth over time.
IAS140F
1M
3M
6M
YTD
Since
Inception
Volatility*
*Standard deviation; calculated using daily returns since inception; annualized.
♦ Distributions are not guaranteed. In addition to the Management Fee, there are other costs associated with investing which will reduce returns including an Administration Fee of 0.15%. Investments are subject to a minimum subscription amount. Estimated Risk Rating is based on a consideration of how much this investment fund’s investment strategy (its underlying fund) historical returns have changed from year to year. Source: Independent Advisor Solutions Inc. This rating has not been provided by a third-party firm. This rating can change over time. An investment fund with a low or medium risk rating may decrease in value. For more information about this investment, including specific risks that can affect this investment fund’s returns please speak to your investment advisor and/or read the offering memorandum and/or other reporting documents before investing.
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