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Fund Objective
Superior short and long—term capital appreciation.
 Investment
Strategy
The fund will seek to achieve its objective primarily
by investing in equities or equity related securities of Canadian
companies which have the potential for exceptional returns. Large,
medium or small capitalization companies are all eligible. The fund
may also hold cash (up to 40%) or invest in short-term securities/bonds
for the purpose of preserving capital, reducing risk and/or maintaining
liquidity.
Primary Investments
The fund will invest in common stock, warrants, rights, options
or other convertible securities of Canadian companies. The fund
will not specialize in any one industry other than concentrating
on the best sector opportunities for exceptional returns at each
stage of the economic and market cycle. The fund may also invest
in foreign securities of the same type and characteristics within
applicable foreign property limits.
| Asset Mix Parameters |
Min |
Max |
| Canadian large cap (over $1 billion) |
50% |
100% |
| Canadian medium cap ($400 m — $1 billion) |
20% |
50% |
| Canadian small cap (under $400 m) |
0% |
20% |
| Cash & short—term securities |
0% |
40% |
Benefits of Investing
This fund should appeal to investors looking for a core Canadian
Equity Portfolio in their total plan. It offers:
- long—term growth via well managed Canadian companies with
above average growth potential
- the benefits leveraged from Canada's strong economy, export
strength and low Canadian dollar
- a high level of liquidity
- Hirsch's "bottom up" approach with a focus on solid growth companies
- 100% RRSP/RRIF eligibility
Portfolio Advisor
Veronika Hirsch
© Copyright 2002 CEO Mutual
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