Objective

Since early 2020, the strategy is value investing in industries with low correlation with each other. The fund is able to generate above average return by investing in mispriced securities in U.S. and Canadian markets. The goal is to generate positive alpha in both bullish and bearish markets. The benchmark is S&P 500 Index. The fund's main objective is to preserve capital in any market environment and to generate return with minimum risk. Although the performance is updated on a quarterly basis, the performance should be measured on an annual basis.