Derek Amery focuses on high quality Canadian issuers. He tactically manages duration, sector allocation and foreign currency exposure utilizing a broad range of risk management tools.
Marc-André Gaudreau offers exposure to a broad range of credit asset classes using a rigorous security selection process and a full range of risk management tools to protect capital while targeting higher yields and capital gains over the course of a credit cycle.
Romas Budd and his team use a combination of investment strategies emphasizing fundamental and technical analytical techniques with the objective of generating risk adjusted total returns through both interest income and capital gains.
Dana Love takes a business owner approach and invests only when the market price deviates from a reasonable estimate of intrinsic value.
The Oversight Committee is responsible for monitoring at both the manager level and the overall Pool level.
Management fee rates are applied back to dollar one
Fund Value
%
$0K - $250K
0.570
$250K - $1MM
0.520
$1MM - $5MM
0.495
$5MM +
0.445
Purchase Exemptions and Minimum Investment Requirements
The Dynamic Conservative Yield Private Pool is generally available to investors who can meet certain eligibility requirements under one of two exemptions from the prospectus requirement in order to invest. The exemptions and their minimum initial investment amounts for residents in any province or territory in accordance with applicable securities laws are:
Investors should contact their investment dealer or Financial Advisor for more information regarding these exemptions and their requirements.
If you qualify under any of the above exemptions and can comfortably invest the minimum dollar amount specified, please accept the disclaimer below to learn more about the Dynamic Conservative Yield Private Pool.
If you are a registered Portfolio Manager (Advising Representative) with a client in a fully managed account, there is no minimum purchase amount. There is a bulk subscription agreement that can be used to execute purchases for managed accounts.
Disclaimer: Information pertaining to the Dynamic Conservative Yield Private Pool is 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 offering memorandum only to those investors in jurisdictions of Canada who meet certain eligibility requirements. Please read the offering memorandum carefully before investing.