Fiera Comox Private Equity

Strategy Overview

Investment approach

Fiera Comox Private Equity is building a diversified global portfolio of corporate private equity investments, generating attractive absolute returns over the long-term. Our senior team has managed two of the world’s leading institutional PE portfolios, having invested over $7.4 billion and achieving our target returns. The team is now applying the same proven strategy in an investment vehicle tailored to high net worth and institutional clients. The vehicle offers better opportunity for liquidity and less blind pool risk than traditional PE funds.
Our team has complementary experience across the full spectrum of private equity investing. We use this experience to select the most attractive investment opportunities from our channels and partners and dynamically adjust the exposure to the most attractive sectors and geographies at any given time.

Key Characteristics

  • Historical outperformance vs. public equity markets
  • Attractive risk-adjusted absolute returns
  • Portfolio diversification
  • Broad investment universe, traditionally accessed by large institutions
  • Multiple avenues for value creation

Disclaimer

Please read the simplified prospectus before investing. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this fund is a suitable investment for them.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. 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 unitholder that would have reduced returns.