Award-Winning Portfolio Manager(1), David Taylor - Market Update Conference Call (Nov. 7, 2012): listen now
Portfolio
The portfolio manager will employ a value-driven investment strategy to construct a portfolio that seeks to balance long-term capital growth with capital preservation, and will invest opportunistically in equity and equity-related securities of issuers that the portfolio manager believes are fundamentally sound and are trading at a discount to their intrinsic value.
Award-Winning Portfolio Manager(1)
David Taylor of Taylor Asset Management Inc. has been managing equities for 25 years and funds managed by David Taylor have won 15 Lipper Awards and 3 Morningstar Canada’s Best Canadian Equity Fund Awards in the past decade for short, mid and long-term performance.
Management Fee
Management fee of 1.0% of net asset value per annum, which includes fees payable to the Portfolio Manager
Performance Fee
A performance fee of 10% of the appreciation in net asset value per unit will be payable after a 5% hurdle rate has been achieved and the net asset value is subject to a high water mark which starts at $10.00 per unit.
Experienced Manager
Managed by Brompton Funds Limited, an investment fund manager since 2002.
Liquidity
TSX listing
Annual redemptions
Market repurchases (issuer bid)
(1) For a detailed list of awards click here
