Investment Objective

To participate in the strong long term potential of Canadian value stocks, with a reduced exposure to the volatility of these stocks.

Investment Strategy

This fund seeks to capitalize on the best medium-to-large capitalization stock opportunities in Canada using our proprietary Adaptive Value Model. It also takes short positions to increase its alpha and to decrease its exposition to the market. The portfolio is designed to outperform the T-Bill plus 2% rate of return while maintaining low volatility.


Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Offering Memorandum before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.