Description

This actively managed fund seeks to invest globally in financial services companies, particularly those management identifies as having strong potential for increased earnings and revenue. This growth is expected to stem from their ability to leverage long-term market trends, either through pioneering new solutions or enabling innovation within the sector. A key criterion is that these innovations must specifically involve the application of data and technology within the financial services industry. The fund primarily allocates capital to equities listed on major international exchanges. Selection from this eligible universe is based on the portfolio manager's expertise and detailed analysis, which scrutinizes individual company attributes such as valuation, growth potential, engagement with technological innovation, and adaptation to evolving business landscapes. Furthermore, the fund retains the option to hedge up to 100% of its non-Canadian dollar currency exposure.