“I am an Institutional Investor”
Agilith North American Diversified Fund Available to accredited investors, this award-winning pooled fund provides long and short exposure to North American Equities. With a focus on identifying superior business models and long term secular trends, we have constructed a high conviction portfolio with the goal of maximizing long term risk adjusted returns for our clients.
Separately Managed Accounts Segregated accounts allow clients to participate in the investments of the Agilith North American Diversified Fund through direct ownership of the securities held in the fund. Separately managed account holdings mirror the investments of the pooled fund with both long and short positions held in a margin account at a major Canadian financial institution. All positions are held in the client name with full transparency to past trades. Contact us to learn more about minimum investments for these products.