The investment objective of the Trust is to provide Unitholders with long term capital growth through the selection of a diverse base of long positions in publicly traded North American Equities. The Trust is structured such that it is an eligible investment for registered accounts such as RRSPs, RRIFs, TFSAs and RESPs.
The Trust’s portfolio mimics the Long portfolio of the award winning North American Diversified Fund. Historically, this portfolio has been available to investors through separately managed accounts whose performance has exceeded major North American indices since the service’s launch in 2010.
Similar to the North American Diversified Fund, The portfolio of the Trust represents a concentrated high conviction portfolio that favours stockpicking over indexing and offers a balanced alternative to the resource-heavy Canadian indices.
In addition to positions in larger capitalization stocks, the Trust’s smaller size allows investors to benefit from investing in less liquid market opportunities where larger funds are at a liquidity disadvantage.
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