The investment objective is to generate long-term capital growth, predominantly through the ownership of mid- to large-cap Canadian and U.S. equities. The goal of the Fund is to outperform the equity benchmark over a full market cycle. The KJH Strategic Investors Fund selects securities that specifically meet a fundamentally-driven security-specific approach.
What is the investment objective of the KJH Strategic Investors Fund?
What does the KJH Strategic Investors Fund invest in?
The Fund invests predominantly in blue chip large-cap equities. The Fund seeks to identify undervalued companies that are leaders within their industry with fortress balance sheets that assist in managing volatility.
The Fund may also sell positions short up to 20% of the equity value of the Fund, buy or write options and use derivatives (forwards and swaps) to hedge risk exposure.
Why this asset mix?
The asset mix of the KJH Strategic Investors Fund is structured to be reflective of a balanced portfolio of blue-chip equities across a range of sectors. This mix prioritizes North American large-cap companies to provide exposure to markets all over the world and grant access to some of the most proven management teams and resilient business models.
What is the role of the KJH Strategic Investors Fund in a portfolio?
The KJH Strategic Investors Fund serves as a foundational core element to a portfolio, providing stability through investments in established, high quality corporations. The Fund offers significant global diversification, as many top-tier North American firms generate substantial revenue from international markets while benefiting from the continent’s robust regulatory environment. Ultimately, the role is to capture steady long-term capital appreciation and dividend income, anchoring the portfolio against the potential higher volatility found in smaller or more speculative investments.
The Fund is available to clients of Harbourfront Wealth Management Inc. (“Harbourfront”), as outlined in the fund regulation documents. Harbourfront is an affiliate of Willoughby Asset Management Inc. (the “Fund Manager”), the principal selling agent of The Fund and receives fees for its advisory services as detailed in the Fund Regulation document. Investors may purchase The Fund through Harbourfront or other third-party selling agents retained by the Fund Manager. The Fund Manager is responsible for the KJH Strategic Investors Fund (“The Fund”) regulatory compliance, fund operations, business and administrative matters. The Portfolio Managers (“The PMs”) for The Fund, are part of a wealth management team at Harbourfront called KJH Investors. The PMs are responsible for investment decisions for The Fund, including but not limited to, investment strategy, portfolio construction, security selection, asset allocation, performance reporting and benchmark selection.
This information transmitted is intended to provide general guidance on matters of interest for the personal use of the reader who accepts full responsibility for its use, and is not to be considered a definitive analysis of the law and factual situation of any particular individual or entity. As such, it should not be used as a substitute for consultation with a professional accounting, tax, legal or other professional advisor. Laws and regulations are continually changing and their application and impact can vary widely based on the specific facts involved and will vary based on the particular situation of an individual or entity. Prior to making any decision or taking any action, you should consult with a professional advisor. The comments and information pertaining to The Fund are not to be construed as a public offering of securities in any jurisdiction of Canada. The offering of units of The Fund is made pursuant to the Fund Regulation document and only to investors who qualify as accredited investors as defined under National Instrument 45-106. Important information about The Fund is contained in the Fund Regulation document available through the Fund Manager. Management fees, performance fees and expenses all may be associated with investments in The Fund. Investments in The Fund are not guaranteed, the values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate and there is no assurance that The Fund can maintain a specific net asset value. Harbourfront has relationships with related and /or connected issuers, which may include the securities or funds discussed in this document and are disclosed in the Harbourfront Relationship Disclosure document and the Statement of Policies Regarding Related and Connected Issuers, which can be accessed at harbourfrontwealth.com.