Goodwood SPValue Fund
Fund Objective/Description:
The Goodwood SPValue Fund (the “Fund”) investment objective is to generate attractive long-term total returns through selective investments in companies deemed by the manager to be undervalued and that offer potential of being positively influenced by the manager taking an active role in seeking to implement changes in the areas of corporate governance, capital allocation, strategic and operational issues, management and other related activities.
Portfolio Manager:
Peter H. Puccetti, CFA
Peter is the founder of Goodwood Inc. and has managed the flagship Goodwood Fund since inception. Peter has over 30 years of investment experience with a focus on special situations value investing and has served on a number of public and private Boards. He is head of the Investment Committee and Portfolio Manager for the Goodwood Fund and the Goodwood SPValue Fund.
Key Reasons to Own this Fund:
- Track record of similar style investment success
- Bottom-up, company specific investment approach
- Event driven returns as compared to market driven
- Concentrated and active approach to investments to ensure long-term value realization
Current FundSERV Codes:
Available upon request
PERFORMANCE DISCLAIMER:
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the offering memorandum or prospectus before investing. The indicated rates of return of the Fund are the historical annual compounded total return including changes in unit value and assume that all distributions made by the Fund were reinvested in additional units of the Fund. The rates of return do not include deduction of sales, transfer, redemption, income taxes payable, or other charges (which distributors may charge) that would have reduced returns. The rates of return are net of all management fees, performance incentive fees and expenses. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Investment funds can involve significant risks and the value of an investment may go down as well as up. There is no guarantee of trading performance. An investment in the Fund is not intended as a complete investment program and should only be made after consultation with independent investment and tax advisors.
Performance data from certain market indices (S&P/TSX Composite TRI) are provided in this presentation for information purposes only. These Indices are not benchmarks of the Funds but rather are displayed for comparison purposes to the broad market. A comparison of the Fund’s performance to such market indices is of limited use because the composition of the Fund’s portfolio may contain other securities not found in the market index. As a result, no market indices are directly comparable to the results of the Funds.