The strategy is a high conviction portfolio that focuses on sustainable companies and limits itself to a maximum of 25 holdings. The foundation of our investment strategy incorporates our own ESG analysis and focuses on companies that have sustainable management practices, sustainable business drivers, sustainable valuations, and sustainable alignment with stakeholders. Portfolio companies have resilient economic moats and are able to earn high Returns on Invested Capital to compound wealth over time. We believe superior and sustainable long term returns are achieved by building a diversified portfolio that protects capital on the downside.
- Long term focused portfolio with low turnover
- High degree of capital preservation during falling markets
- Rigorous downside stress test analysis
- Nimble in our ability to invest in companies of all sizes
- Actively manage position sizes to benefit from price dislocations
- Investment team invests alongside clients
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.