IA Clarington Sarbit U.S. Equity Class (Unhedged)

 
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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’s objective is to obtain capital preservation and appreciation by investing primarily in U.S. equities.

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 not hedged.

Portfolio Managers


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Key Documents
Support Material
    Regulatory Documents
      Financial Documents

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