IA Clarington Sarbit Activist Opportunities Class

 
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Fund Code(s)
Asset Class
Distributions
MER as at
Total value
Inception Date
Risk
Low Medium High

Investment Goal

The fund pursues long term capital growth through investing primarily in equity securities which an activist investor may seek to change or influence management or control.
Key Reasons to Invest
  • A complementary approach to conventional portfolios that invests in a concentrated portfolio where an activist investor has disclosed intention to influence the management of the company or companies where significant trading activity by management and other insiders of the company has been publicly disclosed.
  • At times may hold significant cash, determined by availability of companies that meet the portfolio manager’ quality and price criteria.
  • U.S. dollar denominated assets are hedged in order to reduce exchange rate related volatility.

Portfolio Managers


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Key Documents
Support Material
    Regulatory Documents
      Financial Documents

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