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The investment objective of the Fund is to provide long-term growth through capital appreciation by strategically allocating the assets primarily to common shares of Canadian and U.S. companies. The Fund may use derivative strategies to enhance returns and/or hedge security, market and exchange rate risk.
Portfolio structure guidelines and strategic allocation:
- Fund typically holds between 20 and 30 positions
- Independent positions limited to 15% of the portfolio
- Sector exposure limited to 15% above benchmark
- Emphasis on secular growth stories at reasonable value
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