We have generated industry leading performance with top decile rankings among North American equity funds.
Our flagship fund, the Agilith North American Diversified Fund was launched in October 2007, amidst some of the most volatile markets of our generation and through the turmoil, we have kept our focus on fundamentals and used sell offs as opportunities to build our clients’ wealth.
Our fund that is eligible for registered accounts, the Agilith Long Only Fund mirrors the long positions of the Agilith NAD Fund without the use of short positions or leverage, delivering a lower volatility product for retirement and education savings.
With each of the investment professionals having in excess of three decades of experience, the Agilith team has seen many investment cycles and has learned the long-term value of a maintaining a steady hand through turbulent times.
Our disciplined process of focusing on fundamentals and valuation while having a deep understanding the impact of broader market themes has allowed us to identify great investment opportunities even in the midst of turbulence.
Designed to mimic the long book of the flagship NAD Fund, The Agilith Long Only Fund has exposure to key businesses that we expect to generate substantial value creation over time without the use of leverage or short positions. The Agilith LOF is suitable for registered accounts.
We only invest in our funds, alongside our clients and do not hold any other public securities or funds. We have the most optimal fee structure from the perspective of client alignment. We strive to deliver outstanding client service and communications in all market cycles.
