The Focused Opportunities Fund seeks absolute return on capital through a classic long/short hedged style. The fund invests in North Amercian equities (with a focus on Canada) and stresses hands-on fundamental research.
Inception: June 2005
Liquidity: Monthly subscriptions and redemptions (2% redemption fee payable if units are redeemed within a twelve-month period of initial investment).
Minimum Investment: C$2 million.
Fees: 2% management fee + 20% performance fee (with a high-water mark).
Hurdle Rate: 6%
Portfolio Manager: Colin Stewart
