The BluMont North American Fund invests in a concentrated portfolio of securities chosen from industries that offer the best opportunity for superior returns.
The Fund invests in companies with proven management ability, well-defined growth strategies and distinct competitive advantages.
The Fund primarily will invest in North American equities with a strong focus on mid-to-smaller capitalized companies. The Fund will allocate investments between Canada and the United States based on relative opportunities and outlook for growth.
Core positions will concentrate on companies that have capitalized on an asset or business which is nascent or overlooked by larger companies where they will have the opportunity to grow over time with limited competition.