Phillips Fortress Canadian Equity Strategy

 

Overview

The objective of the Phillips Fortress Canadian Equity Strategy is to provide long-term capital appreciation through investments in publically listed Canadian Equities. The strategy uses a proprietary model that looks for buying opportunities in Canadian companies that display both positive price momentum and fundamentally cheap valuations.

 

 

Growth of $100,000 invested since November 11th, 2009

 

Annual Compound Returns 3 Months 1 Year 2 Years 3 Years Inception

Phillips Fortress Canadian Equity Strategy

2.53 10.32 5.05 8.13 9.63

S&P/TSX Composite

4.52 0.79 -2.47 5.31 3.70

 

 

Richardson GMP Limited, Member Canadian Investor Protection Fund. Richardson is a trade-mark of James Richardson & Sons, Limited. GMP is a registered trade-mark of GMP Securities L.P. Both used under license by Richardson GMP Limited. Performance returns are as of July 31, 2016  and are based on an actual representative account. Please note that past performance is not necessarily an indicator of future performance. The indicated rates of return are gross of fees and/or commissions. Individual results of client portfolios may differ from that of the representative portfolio as fees may differ, and performance of specific accounts is based on specific account investiture. The noted representative portfolio may not be appropriate for all investors.

   

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