ML CapitalCorp.
A white lighthouse on a rocky stretch of coastline at dusk

Investments That Grow

ML Capital Corp. is a private fund with a focus on investing in U.S. and Canadian securities. The fund was established in 2013 and seeks positive returns across a range of market environments.

Growth

Growth of CAD 10,000

MonthJun 2026
ValueCAD 180,333
Return−6.43%
Since inception+1,703.3%

The interactive growth chart requires JavaScript. The full record is on the Performance page.

Initial investment of CAD 10,000, November 2013 – June 2026, before any fees. Monthly observations, Canadian dollars.

The record so far

InceptionNov 201312 years 8 months
Annualised return25.65%geometric · before fees
Maximum drawdown−14.53%month-end basis
Annualised volatility18.23%monthly σ × √12
Performance record →

Objective

Since early 2020, the strategy has been value investing in industries with low correlation to one another. The fund seeks above-average returns by investing in securities it judges to be mispriced in U.S. and Canadian markets. The objective is positive alpha in both rising and falling markets. The fund's benchmark is the S&P 500 Index.

The fund's primary objective is capital preservation across market environments and returns generated with minimal risk. Although performance is updated quarterly, it should be assessed on an annual basis.