Caldwell North American Fund – Know Your Product (KYP)

Key Features, Points of Differentiation and Benefits

The Fund invests primarily in Canadian and international companies. The Caldwell North American Fund (“CNA”), offers an actively managed and focused portfolio of stocks which the Manager believes provide attractive potential for long-term capital appreciation.

CNA aims to invest in a concentrated equity portfolio, typically comprised of 20 to 30 stocks that possess compelling valuations, experienced management teams and strong balance sheets. The fund employs a bottom-up investment approach, which involves a combination of in-depth quantitative and qualitative fundamental analysis.

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