Micro Cap Opportunities

Strategy Overview

Investment approach

Fundamentally-driven, bottom-up approach focused on offering a pure absolute return product. The strategy invests in publicly listed Canadian Micro Caps. The strategy is highly liquid when compared to Private Equity funds and offers low correlation to equity markets and other indices, while generating excess return through superior security selection.

Key Characteristics

  • Opportunity to invest in a strategy that is unique in the Canadian market
  • Possibility to acquire tomorrow’s leaders at bargain prices
  • Deep understanding of companies provided by access to management
  • Experienced investment team with an extensive knowledge of the micro cap landscape
  • Significant alignment of interests


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.