IA Clarington Sarbit U.S. Equity Class (Unhedged)
Reduced MER (est.)
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.
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