Consistent Positive Returns

The BluMont Canadian Opportunities Fund strives to deliver consistently positive returns each year independent of the performance of the S&P/TSX Total Return Index by investing in multiple long/short equity managers with complementary investment strategies. The fund's investment approach is designed to deliver a robust long-only equity replacement vehicle that will mitigate the overall risk of the portfolio through various hedging strategies. At a minimum the fund will be rebalanced semi-annually, but is continuously monitored by the BluMont Capital Corporation investment committee

Risk Controls

The BluMont Canadian Opportunities Fund targets an annualized standard deviation (volatility) level of 8 to 10% over a market cycle, with lower maximum drawdowns than the S&P/TSX Total Return Index. The BluMont Canadian Opportunities Fund will typically have a higher correlation to the S&P/TSX Total Return Index in rising markets, and a lower correlation in declining markets.