Invest in this fund because of our…
- Focused, high conviction portfolio which seeks to emphasize our best ideas; influenced by our macro perspectives and may be concentrated in certain securities, sectors and jurisdictions depending on their attractiveness.
- All-capitalization orientation, seeking value in large, medium or small cap companies.
- Proprietary methodologies which attempt to identify optimal buy and sell levels.
- Ability to use short selling and options strategies for hedging or investment purposes with a view to maximizing risk-adjusted returns.
Investment philosophy
To identify specific investment opportunities, we employ fundamental analysis to identify investment opportunities with the potential for capital appreciation over the long term. The portfolio managers seek out significantly undervalued companies, backed by strong management teams and solid business models that can benefit from both industry and macro-economic trends. The Fund may follow a more concentrated investment approach, and from time to time overweight certain industry sectors and asset classes, when deemed appropriate by the portfolio managers. Although it is the intention to invest the majority of the Fund's assets in entities with large and medium capitalization, the portfolio managers may overweight small cap securities depending upon their relative value compared to securities with larger capitalization.
Risk classification
When you invest in a Fund, the value of your investment can go down as well as up. The Fund Manager, Redwood Asset Management, has rated this Fund’s risk as medium to high. Investors should have a medium to high risk tolerance, with the expectation of higher long-term returns, which requires the ability to assume short-term volatility over a long-term horizon.
DISCLAIMER
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing which summarizes the Fund's objectives, fees, expenses, and associated risks. The average annual compound returns include changes in unit value and reinvestment of all distributions to the end of the month listed on this document and do not take into account sales, redemption or optional charges or income tax payable by any investor that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.