Steadyhand Global Equity Fund
This global equity fund managed by Edinburgh Partners looks to identify and buy undervalued companies, and have the patience to hold them until share prices reflect their long-term earnings potential. To do this, they use a multi step process that first eliminates those companies that are overvalued compared to their growth prospects. Next, they conduct a detailed fundamental analysis on potential investment candidates that uses a standardized approach that reviews five year historic and five year forecasted data to determine the best and worst case scenarios for each company.
Read MoreCambridge Canadian Stock Fund
In mid December 2012, Boston based Cambridge Advisors took over the management duties of the fund after the resignation of the former managers, Barometer Capital. At the same time, the fund’s name was changed from the Lakeview Disciplined Leadership Canadian Equity Fund to the Cambridge Canadian Stock Fund.
Read MoreCambridge High Income Fund
In mid December 2012, Boston based Cambridge Advisors took over the management duties of the fund after the resignation of the former managers, Barometer Capital. At the same time, the fund’s name was changed from the Lakeview Disciplined Leadership High Income Fund to the Cambridge High Income Fund.
Read MoreCI Harbour Fund
With more than $6 billion invested in the mandate, the CI Harbour Fund is easily considered the flagship fund for the Harbour Advisors Group. Since its 1997 launch, the fund has been managed by respected industry veteran, Gerry Coleman. However in December, at Mr. Coleman’s request, portfolio duties were reassigned to Stephen Jenkins who will take on the lead manager role. He was also promoted to Co Chief Investment Officer of the firm.
Read MoreInvesco International Growth Class
This non-north American equity fund is managed by Clas Olsson and his Austin, Texas based team using a bottom up stock selection process that they refer to as “earnings, quality and valuation”, or EQV. Essentially, they are looking for companies that are likely to experience above average earnings growth, have high quality and sustainable earnings, and are trading at a reasonable valuation. They tend to favour companies that are able to generate solid organic revenue growth, have pricing power in their markets, strong balance sheets and offer a more defensive growth profile.
Read MoreBrandes Emerging Markets Equity Fund
It is managed using a value driven process that looks for companies that are out of favour with investors and whose share price has been beaten down by the markets. It is built on a stock by stock basis which results in a portfolio that has country and sector exposures that look nothing like that of the benchmark. There are various restrictions in place to ensure that the fund does not take on too much risk by becoming too concentrated in any one sector or country.
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