The United States (U.S.) combines the world’s largest economy with one of the most stable political systems. Many of the world’s leading companies are domiciled in the U.S. The U.S. offers an excellent investment environment, and the range of choice for investment is staggering and risk can be high.
Overview
The investment objective of Counsel Select America is to seek long-term growth of capital. The Fund will invest primarily in equities of U.S. companies, however Counsel Select America may also invest in U.S. fixed income securities and international equity and fixed income securities depending upon prevailing market conditions.
Investors should consider this Fund if they are seeking long term capital growth from your investment and are comfortable with the risks associated with equity investments. Investors should consider this Fund if they are seeking to diversify their portfolio internationally with exposure to U.S. markets. Investors should consider this Fund if they can accept some variability of returns and you have a moderate tolerance for risk.
Investment Strategies
The Funds portfolio advisor & sub-advisors are selected by Counsel in its sole discretion. Counsel uses a multi-manager and multi-style approach.
Marsico Capital Management, LLC, follows a growth style and invests primarily in large capitalization companies (typically, companies with market capitalizations greater than U.S. $4 billion). In selecting investments for the portfolio, Marsico uses an approach that combines “top-down” macroeconomic analysis with “bottom-up” stock selection.
In contrast, Dreman Value Management, LLC, follows a contrarian value approach, based on a disciplined, low P/E approach to stock selection. Dreman invests in undervalued companies that exhibit strong fundamentals, above-market dividend yields and historic earnings growth, which their analysis indicates will persist. Dreman seeks fundamentally strong companies and avoid speculative stocks or potential bankruptcies.
These two investment specialists, excellent on their own, are combined together to complement each others strengths and to minimize risk.
Features and Benefits
• A style neutral approach to U.S. equity investing
• A U.S. equity fund with two leading underlying fund managers, only combination of these two managers in the world, each with a strong investment process and a strong record of risk adjusted returns
• Counsel’s rigorous manager selection and ongoing due diligence process
· The fund is automatically rebalanced towards its optimal mix of investment classes and specialist mandates; this is done in a tax efficient manner
Investment Team - Dreman Value Management – Value, Marsico Capital Management – Growth
Counsel Select America At-A-Glance
Counsel Select America Financial Statement
Counsel Select America MRFP
Counsel Select America Quarterly Portfolio Disclosure