IA Clarington Sarbit Activist Opportunities Class

Fund Code(s)
as at
Management Fee
Reduced MER (est.)
Low Medium High
Inception Date
Total value

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’s quality and price criteria.
  • U.S. dollar denominated assets are hedged in order to reduce exchange rate related volatility.

Portfolio Managers

Annual Rates of Return - %
Performance - %
YTD 1mo 3mo 1yr 3yr 5yr 10yr Since Inception
Rate of Return
Average Annual Total Returns %
Performance %

Distribution frequency:

Capital Gains
Return of Capital
Total Distribution
Key Documents
Support Material
    Regulatory Documents
      Financial Documents

        Average Term (Days)
        Current Yield
        Top 10 Holdings

        Top 10 Long Holdings
        Top 10 Short Holdings
        Overall exposure
        Geographic Allocation
        Asset Mix
        Asset Allocation
        Key Documents