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Purpose Canadian Equity Growth Fund Series A (0P0000KWJM)

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14.500 +0.070    +0.47%
22/07 - Closed. Currency in CAD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 8.27M
Type:  Fund
Market:  Canada
Issuer:  Purpose Investments Inc.
Asset Class:  Equity
Purpose Canadian Equity Growth Fund Series A 14.500 +0.070 +0.47%

0P0000KWJM Overview

 
On this page you'll find an in-depth profile of Purpose Canadian Equity Growth Fund Series A. Learn about the key management, total assets, investment strategy and contact information of 0P0000KWJM among other information.
Category

Canadian Small/Mid Cap Equity

Total Assets

8.27M

Expenses

Inception Date

Jul 08, 2009

Investment Strategy

The fund seeks to outperform the broad Canadian equity market as measured by the S&P/TSX Composite Index, over a time period longer than 5 years, providing long-term capital appreciation and value by investing primarily in equities of Canadian issuers. To assist in achieving this objective the fund may focus its assets in specific industry sectors and asset classes based on analysis of business cycles, industry sectors and market outlook. The investment advisor adheres to a top-down approach that focuses on the overall market and sector specific issues and a bottom-up approach that focuses on company specific issues. The fund has the ability to take positions in equities (including income trusts), fixed income securities, convertible securities, mutual funds, ETFs and cash.

Contact Information

Address Suite 1700, P.O. Box 83 Toronto, ON
Toronto,ON M5H 3P5
Canada
Phone 877-789-1517
Fax 416 583-3851

Top Executives

Name Title Since Until
Bruce Campbell President 2009 Now
Biography Bruce Campbell founded StoneCastle Investment Management Inc. in 2001. He has over 23 years of experience in the investment industry. Prior to founding StoneCastle Investment Management Inc., Bruce was a Portfolio Manager for some of the largest investment dealers in Canada and the USA. Bruce is a past president of the Okanagan CFA society and holds a Bachelor of Commerce degree from the University of Alberta. He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.
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