Focused on long-term core positions, the BluMont Hirsch Performance Fund employs a qualitative, research-intensive, bottom-up approach to portfolio construction.

Core holdings are augmented by event-driven trading to capitalize on shorter-term opportunities.

Veronika Hirsch, the Fund’s lead portfolio manager, uses a flexible mandate that allows her to hold defensive cash positions and use options to mitigate risk and enhance returns.

Portfolio Composition

The BluMont Hirsch Performance Fund invests in a concentrated portfolio chosen from those industries that offer the best opportunity for superior returns at each stage of the economic market cycle. The Fund invests in companies with proven management ability, well-defined growth strategies and distinct competitive advantages.

Primarily investing in Canadian equities with superior fundamentals and growth profiles, the BluMont Hirsch Performance Fund aims to exploit profit opportunities in various market environments with lower correlation to traditional investments than the overall market and is not constrained by managing to a benchmark index.