IA Clarington Sarbit Activist Opportunities Class
Reduced MER (est.)
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’s quality and price criteria.
- U.S. dollar denominated assets are hedged in order to reduce exchange rate related volatility.
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