Why Invest In Dynamic Global Growth Opportunities Fund

The goal of Dynamic Global Growth Opportunities Fund is to deliver superior long-term equity related returns. The Fund’s bottom-up approach and disciplined, proven investment process provide the framework for achieving this goal.

Portfolio Management

Noah Blackstein BA, CFA

Vice President & Senior Portfolio Manager

8.5 years on fund

Literature

 

Performance

Calendar Returns (%) As at 08/31/23

YTD 2023 2022 2021 2020 2019 2018 2017 2016
0.5 -41.4 21.9 52.5 27.2 14.6 28.2 -1.7

Compound Returns (%) As at 08/31/23

1 mo 3 mo 6 mo 1 yr 3 yrs 5 yrs 10 yrs Incep
-8.3 -3.8 0.8 -19.4 -7.1 2.6 - 8.2
 
 
 

Representative Long Positions (%)

As at 07/31/23  
Flutter Entertainment PLC. -
MongoDB, Inc. -
Samsara Inc.  -
Flywire Corporation -
Confluent, Inc. -
Total allocation to top holdings -
 
 
Notes

A. Not available for purchases, switches out only.

1. Name change as of March, 2015. Previously Dynamic Power Hedge Fund.

Disclaimer

This document is a summary only and must be read only in conjunction with the Fund’s Confidential Offering Memorandum. Information contained herein should not to be construed as a public offering of securities in any jurisdiction of Canada. The offering of units in the Fund is made pursuant to its Confidential Offering Memorandum only to those investors in jurisdictions of Canada who meet certain eligibility requirements. The Confidential Offering Memorandum contains detailed information regarding the risks associated with investing in the Fund, and additional information on how the Fund uses leverage to achieve its investment objectives. Commissions, trailing commissions, management fees and expenses all may be associated with investments in the Fund. Eligible investors should read the Fund’s Confidential Offering Memorandum carefully before deciding to purchase units. Investments in the Fund are not guaranteed, their values may change frequently, and past performance may not be repeated. Unit values and investment returns will fluctuate and there is no assurance that the Fund can maintain a specific net asset value.

The benchmark used for analytics for this fund is 6% Hurdle Rate.

Information pertaining to the Dynamic Hedge Funds (the “Funds”) is not to be construed as a public offering of securities in any jurisdiction of Canada. The offering of units of each of the Funds is made pursuant to its respective Confidential Offering Memorandum only to those investors in jurisdictions of Canada who meet certain eligibility and/or minimum purchase requirements. Important information about each of the Funds, including a statement of their fundamental investment objectives, is contained in their respective Confidential Offering Memorandums, copies of which may be obtained from your investment advisor. Eligible investors should read the Funds’ Confidential Offering Memorandums carefully before deciding to purchase units.

Investments in the Funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate and there is no assurance that the Funds can maintain a specific net asset value.

Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect future value of any mutual fund or returns on investment in any mutual fund.

R2 is a measurement out of 100 that shows the extent to which a portfolio’s movements can be explained by the benchmark's movements.

This document is a summary only and must be read only in conjunction with the Fund’s Confidential Offering Memorandum. Please see reverse for more details.

Standard deviation is a measure of volatility; it shows how broadly the Fund's returns have varied over a given time period.

Dynamic Fund Profile rendered at 2023-09-26 04:52:05 AM

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