Who this Fund is designed for
Investors who seek a Fund that:
- Offers a conservative value approach to investing in small
capitalization Canadian companies
- Follows a value-investing method, where the objective is to buy
stocks that are selling for less than they're worth, and then
sell them when they approach their true value
- Has an investment process that focuses on downside protection
as much as capital appreciation
- Targets being fully invested, with minimal cash
Portfolio characteristics
- Managed by Sionna Investment Managers Inc.
- Emphasis on smaller Canadian companies that are undervalued and
have attractive long-term appreciation potential
- Targets to be 100% invested in Canada with no foreign content
exposure
- Holding period for stocks is typically 3 - 5 years
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