Capstone manages one investment fund that falls under the traditional investment category. An effectively diversified portfolio needs to be diversified across and within many markets. Through a rigorous due diligence process, Capstone's Investment Management Team in conjunction with the Investment Committee, ensures each investment is of excellent quality and meets the highly disciplined value mandate of the Fund.
The Capstone Traditional Equity Pool’s primary objective is to generate dividends and capital gains through its active deep-value investing philosophy. The Pool invests by way of the traditional capital markets throughout North America and globally. Individual stocks are purchased at a discount to their intrinsic value and are a blend of small, mid and large cap equities diversified across sectors. Stocks are valued on a bottom-up approach using fundamental analysis. This systematic approach takes the emotion out of investing, ensuring each stock is objectively evaluated on its individual merits.
This fund is suitable for investors who:
Nov 2020
CVT431
NL
1.5%
Weekly
Weekly
Annual
Capstone Asset Management Inc.
NBIN Inc.
SGGG Fund Services Inc.
KPMG LLP
$5,000
Capstone’s funds are subject to risks, fees, expenses and liquidity restrictions. These and other important facts are disclosed in the Information Memorandum and Subscription Documents. Capstone does not provide professional tax or legal counsel with respect to its funds. To determine whether a Capstone fund is a suitable solution, investors are strongly advised to seek professional investment advice from a Capstone Portfolio Manager, a Capstone Dealing Representative, or their own qualified investment advisor.
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