Trapeze Asset Management Inc., Investment Management - Corporate Profile

Trapeze Asset Management Inc. provides discretionary portfolio management for institutions and high net worth individuals, primarily through separately managed accounts. We are value investors seeking long-term capital growth by investing in securities with potential for above-average appreciation. We do so using fundamental research and an exclusively licensed quantitative methodology.

Why Trapeze?

• Value investment philosophy
• Emphasis on long-term returns rather than short-term relative performance
• Opportunistic investors, emphasizing attractive asset classes, sectors and securities
• Focused, high conviction portfolios
• All-cap approach
• Rigorous fundamental research
• Quantitative methodology to identify buy and sell points
• Macro outlook and rationale for investments and strategies well articulated
• Team of seasoned investment professionals
• Multi-year track record
• Separately managed accounts
• Various mandates to meet client objectives and circumstances—Growth, Income or Balanced accounts
• Ability to add short selling and options strategies
• Incentive-based fees with fair hurdle rate
• Emphasis on relationships—clients have direct access to portfolio managers
• Comprehensive and transparent reporting
• Assets custodied in client name at major financial institutions