Aston Hill Growth & Income Fund
The Aston Hill Growth & Income Fund is listed as an alternative strategies fund, but is actually a traditional mutual fund. In reality, it’s more a global neutral balanced fund that can engage in a bit of shorting and derivatives, which gives it that alternative strategies flavour.
Read MoreEthical Special Equity Fund
This Canadian small / mid cap equity fund has been managed by the team of Ian Cooke and Joe Jugovic at QV Investors since 2005. The QV in the name stands for quality and value, which is how they evaluate stocks.
Read MoreDynamic Global Infrastructure Fund
It invests in publicly traded companies that hold infrastructure assets directly or are involved in the building or maintenance of these assets. The fund has a go anywhere mandate and can invest in companies of any size. Canadian equities are the biggest component, making up 37% of the fund, followed by U.S. equities at 27% and Global at 23%. It holds 14% cash. Not surprisingly, utilities and energy infrastructure sectors are the biggest components, making up more than 60%. The portfolio is fairly concentrated, holding about 35 names with the top ten making up just under 40% of the fund.
Read MoreDynamic Dividend Fund
Managed by the team of Oscar Belaiche and Jason Gibbs, they use their “Quality at a Reasonable Price” approach, which looks to identify best in class businesses that pay a dividend or distribution. They are looking for businesses that have strong balance sheets, a history of growing cash flows, and high earnings predictability, believing that these factors will allow for the sustainability of the dividend, while at the same time offering potential for growth
Read MoreDynamic Value Fund of Canada
After long serving manager David Taylor left Dynamic in October 2011, Cecilia Mo was handed the reins of the fund. Under her leadership, there have been a few changes to the fund including significant changes to many of the fund holdings.
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