Wise Capital All Cap Canadian Equity
The All Cap Canadian equity strategy captures the Canadian value style using a disciplined investment process assisted by a time tested quantitative model that prices the fundamental value of all securities. We also thoroughly examine financial statements to search for ignored value or potential problems. We speak to outside industry experts as well as the company management. Our objective is to find quality companies whose stocks are not widely followed and are under-valued by the market.
Key Benefits
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Protects our client’s assets in adverse markets using eight levels of risk control, unparalleled in Canada. |
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Beating TSX index handily, by 2.8% per annum since inception. Pooled version is ranked 5 Star by Globe and Mail. |
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Our 54.1% return in 2009, and our annualized 36.7% return over 2009 & 2010, was the highest in the Brockhouse Cooper survey of Canadian value managers, and almost entirely tax free. |
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Eligible for RRSPs, RIFs, and trusts. Available in pooled fund form and for separately managed accounts. Custodian is a major Canadian institution. |
For the Offering Memorandum for Wise Capital All Cap Canadian Equity Fund, click here.
