Maximize total return
Own a best ideas fund that is not tied to any index
Lower base fees
Pay for outperformance of the S&P/TSX Index
Two skilled managers
The complimentary experience of the managers leads to a diversified yet focused portfolio
Who manages the solution?
Alexander Ruus - Co-Manager, Exemplar Leaders Fund
Mr. Ruus is co-manager of the Exemplar Leaders Fund and has over 15 years of experience in investment management. Mr. Ruus began his career as a Production Engineer at Chevron Canada Resources and continues to leverage his work experience in the oil and gas industry.
Veronika Hirsch - Co-Manager, Exemplar Leaders Fund
Veronika Hirsch co-manages the Exemplar Leaders Fund. 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 Leaders Fund is a bottom-up, fundamental research oriented fund that applies rigorous analysis to uncovering exceptional ideas. The fund concentrates its capital in those very best opportunities."
Click here to view the fund managers' commentary.
How do we achieve results?
- Uncover great investment opportunities that meet fundamental criteria in terms of attractive cashflow, returns on equity and balance sheet strength
- Constantly asking and testing ourselves on "what do we know that the market does not" and "how will our thesis be realized"
- Utilize key tools including portfolio concentration, flexible cash balances and short sales to aim to consistently outperform the market and protect investors’ capital.
