Protection or Stability
Own Canadian equities with active protection of capital for clients
Value for money
Pay for absolute results not index hugging
Success in all markets
Access a skilled investment manager with the freedom and proven ability to successfully navigate down markets. A real alternative to the me-too Canadian equity category
Who manages the solution?
Veronika Hirsch manages the Exemplar Canadian Focus Portfolio. As Chief Investment Officer of BluMont Capital, Ms. Hirsch has over 25 years experience managing Canadian equity portfolios, including for two large investment firms and Prudential Insurance Co of America.
"The Exemplar Canadian Equity Focus Portfolio is a uniquely concentrated portfolio that provides us with the freedom and flexibility to move where returns are available, without benchmark constraints"
Click here to view Veronika Hirsch's fund commentary.
How do we achieve results?
- Focus on protecting capital before growing it - safety first
- Liberate the manager to raise cash when appropriate and short investments she considers over-valued
- Own a core group of companies appropriate for each stage of the economic and market cycle combined with trading event-driven opportunities
- Own management, buy companies and trade stocks
