Saturday, May 18, 2013

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How We Do It

Each day we use a fundamental and research-driven stock selection process. We are seeking to be long those companies that are financially healthy with profitable operations, possess redundant and/or unrecognized assets, are led by quality management, and which are trading below, in our estimate, their intrinsic values. Conversely, we seek to sell short companies with excessive market valuations relative to their true underlying value, companies that are financially vulnerable due to excessive debt, and/or have deteriorating fundamentals. Therefore, we advocate that the true character of the Goodwood Fund is that of a "concentrated value fund that can make short sales". This methodology has been the foundation for our success and strong results. As substantial unitholders ourselves, it is in our collective best interests to provide our co-unitholders with a thorough understanding of the investment merits of our core holdings. We accomplish this through timely monthly updates as well as our Annual Report and Annual General Meeting.

(What We Do)

DISCLAIMER: Please note that returns are historical and are not indicative of future results. The rate of return shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the Fund or returns on investment in the Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the offering memorandum or prospectus of the Fund before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.