Description

This fund employs an active, systematic investment approach to construct its portfolio. It uses a sophisticated quantitative model to evaluate Canadian companies of all market capitalizations (large, mid, and small), identifying key characteristics such as growth potential, intrinsic value, financial quality, and associated risks. To mitigate portfolio volatility, a minimum variance strategy is also integrated. Following the selection of holdings, the fund implements specific constraints across countries, industries, groups, sectors, and individual securities, ensuring broad diversification, ample liquidity, and robust risk management. The portfolio is comprehensively reviewed and adjusted on a monthly basis. Investors should be aware that this active management and frequent trading may lead to elevated portfolio turnover.