Select Small Cap
Small cap companies are primarily emerging businesses. They typically represent the lower third of a countries index and there is limited information on these firms but greater potential to find “diamonds” in the rough. These companies have the potential to grow at a faster rate than large “mature” companies. Small cap companies can also be much riskier, and therefore involve more homework and due diligence. The universe of global small cap companies is staggering and risk can be high.
Overview
Counsel Select Small Cap is to seek long-term growth of capital by investing primarily in global small cap equity securities. Counsel Select Small Cap may also invest in mutual fund securities, equities and fixed income securities of issuers located anywhere in the world depending upon prevailing market conditions.
Investors should consider this Fund if they are seeking long-term capital growth from their investment and are comfortable with the risks associated with equity investments and if they want exposure to the small and mid -capitalization global equity markets for a portion of their portfolio. Investors should consider this Fund if they can accept some variability of returns and you have a moderate to high 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.
Howson Tattersall Investment Counsel, the Canadian small cap specialist invests primarily in equity securities of small capitalization Canadian corporations listed on the Toronto Stock Exchange applying a value investment style which emphasizes security of capital.
Invesco Trimark Ltd., the U.S. small cap specialist invests mainly in common shares of a diversified group of U.S. companies with small market capitalizations. To achieve these objectives, the portfolio investment team looks for companies that exhibit sound growth potential and attractive valuations, strong management and leadership in their field and financial strength.
GLG Inc., the international small cap specialist, combines global themes with thorough bottom-up fundamental company analysis. Stocks are selected on the basis of careful business evaluation, free cash flow analysis and reasonableness of purchase price.
These three investment specialists, excellent on their own, are combined together to complement of each others strengths and to minimize style risk.
Features and Benefits
• A style neutral approach to global small cap equity investing
• A Global small cap equity fund with three leading underlying fund managers, only combination of these three leading 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
Counsel Select Small Cap At-A-Glance
Counsel Select Small Cap Financial Statement
Counsel Select Small Cap MRFP
Counsel Select Small Cap Quarterly Portfolio Disclosure