Trimark U.S. Companies Fund
Typically, when one thinks of the traditional Trimark investing discipline, what often comes to mind is a process that is more value focused, looking to buy high quality businesses that are trading below their estimate of it’s true worth. In the case of the Trimark U.S. Equity Fund, the same basic methodology is employed, with the difference being that it is employed in a more growth focused way.
Read MoreCI Signature Select Canadian Fund
This Canadian focused equity fund is managed by Eric Bushell and the Signature Advisors team. The process is very much a combination of a top down macro analysis combined with bottom up security selection.
Read MoreBrandes Canadian Equity Fund
Despite a marked improvement in the fund’s short term performance, this is not a fund that we can recommend to investors for a number of reasons. First is volatility. While small cap funds tend to be more volatile than their large cap brethren, this fund is significantly more volatile than both the benchmark and its peer group.
Read MoreTrimark North American Endeavour Class
Like other Trimark branded funds, the investment discipline used is fairly straightforward. The managers look to build a concentrated portfolio of high quality, well managed businesses that offer a competitive advantage and are trading below their estimate of the businesses true worth. The fund is also free to invest in businesses of any size. Given the fund’s relatively low asset base of $18 million, the manager can actually take advantage of this and take meaningful positions in small and mid cap stocks.
Read MoreRBC Life Science & Technology Fund
Now classified as a U.S. equity fund since the demise of the Science and Technology category a couple of years ago, the RBC Life Sciences and Technology Fund has the investment objective of providing long term capital growth by investing in U.S. based companies that are involved in the life sciences and technology sectors.
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