WE ARE VALUE INVESTORS.

Type Of Fund:

Long Equity / Long-Term Capital Appreciation / Global Mid Cap >40% Of Portfolio Outside Of The USA

Objectives Of Fund:

Maximize Absolute Returns Over The Long-Term / Preserve Principle / Own Stakes In Quality Global Businesses

Investment Approach:

Global / Size Agnostic / Concentrated / Special Situations / Margin Of Safety / Value Investing / Long-Term

Returns:

August 2017 Return: -4.55%

2017 YTD (July) Return: +13.27%

Trailing Twelve Month Return: +13.01%

CAGR Since Inception (March 2014): +17.84%

*In Canadian Dollars

Logos Cumulative Chart.png