Phillips Fortress Canadian Equity Strategy

Overview

The objective of the Phillips Fortress Canadian Equity Strategy is to provide long-term capital appreciation through investments in publically listed Canadian Equities. The strategy uses a proprietary model that looks for buying opportunities in Canadian companies that display both positive price momentum and fundamentally cheap valuations.

 

 

Growth of $100,000 invested since November 11th, 2009

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Annual Compound Returns 3 Months 1 Year 2 Years 3 Years Inception
Phillips Fortress Canadian Equity Strategy 2.53 10.32 5.05 8.13 9.63
S&P/TSX Composite 4.52 0.79 -2.47 5.31 3.70

 

 

Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a registered trademark of James Richardson & Sons, Limited used under license. Performance returns are as of July 31, 2016  and are based on an actual representative account. Please note that past performance is not necessarily an indicator of future performance. The indicated rates of return are gross of fees and/or commissions. Individual results of client portfolios may differ from that of the representative portfolio as fees may differ, and performance of specific accounts is based on specific account investiture. The noted representative portfolio may not be appropriate for all investors.

   

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