The investment management team of the BluMont North American Opportunities Fund are active ‘stock pickers’.

The Investment Advisor has developed a disciplined and proven approach to security selection. Their mandate is to invest in a concentrated portfolio of securities with above average long-term prospects. 

Using a proprietary database designed to uncover under-researched investment opportunities with potential to deliver superior returns, the investment management team reviews investments that provide exposure to identified global themes.

Once identified, the Investment Advisor takes a ‘hands-on’ approach using quantitative and qualitative analysis to determine the investment viability of the company. This process includes consideration of the following:

Management Team

• companies with management teams with a successful track record managing firms and increasing shareholder value.

Operating Earnings

• companies with the potential to generate above-average operating earnings

Assets

• companies that have undervalued assets on their balance sheet

Time Horizon

• investments that can reasonably expect to deliver returns in 2 to 3 years.

Strategic Value

• companies that present the opportunity to be acquired at a premium by a third party.