IA Clarington Sarbit U.S. Equity Fund
Reduced MER (est.)
Key Reasons to Invest
- A concentrated and focused value based approach to the U.S. equity market that seeks to invest in companies for the long term with a substantial barrier to entry, the ability to generate attractive return on capital, growing stream of free cash flow and honest/capable management.
- At times may hold significant cash, determined by availability of companies that meet the portfolio manager’s quality and price criteria.
- U.S. dollar denominated assets are hedged in order to reduce exchange rate related volatility.
Annual Rates of Return - %
Performance - %
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