{"id":183,"date":"2019-09-02T10:04:52","date_gmt":"2019-09-02T14:04:52","guid":{"rendered":"http:\/\/www.goodwoodfunds.com\/dev\/?page_id=183"},"modified":"2023-05-02T12:14:34","modified_gmt":"2023-05-02T16:14:34","slug":"history","status":"publish","type":"page","link":"https:\/\/www.goodwoodfunds.com\/index.php\/history\/","title":{"rendered":"History"},"content":{"rendered":"\t\t
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History<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Goodwood was founded in 1996 as one of the early pioneers of the Canadian alternative investment industry.<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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The firm has been built on the\u00a0philosophy that superior investment performance is best achieved by concentrating individual companies that have undergone extensive and independent research that focus on unlocking latent value.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tView Timeline<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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1996<\/strong><\/td>\n\n
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  • Goodwood Inc. founded<\/li>\n
  • Creation of the Goodwood Fund<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
1997<\/strong><\/td>\n\n
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  • Unitholders approve use of short selling<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
1999<\/strong><\/td>\n\n
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  • Goodwood Capital Fund (long only) launched<\/li>\n
  • Goodwood Funds listed on FundSERV and offered through investment advisors<\/li>\n
  • Goodwood becomes member of the Canadian Investor Protection Fund<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2001<\/strong><\/td>\n\n
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  • Goodwood enters into institutional and retail distribution agreements<\/li>\n
  • Goodwood moves into historic Union Building at 212 King Street West. The Beaux-Arts style building was designed by architectural firm of Darling and Pearson to be the head office for Canadian General Electric Company in 1908.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2002<\/strong><\/td>\n\n
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  • Goodwood initiates activist investment strategy<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2003<\/strong><\/td>\n\n
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  • Goodwood becomes one of the Alternative Investment Management Association founding members<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2005<\/strong><\/td>\n\n
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  • Goodwood Fund receives Morningstar Canadian Investment Award for Opportunistic Hedge Fund Strategy<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2006<\/strong><\/td>\n\n
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  • Creation of the Milford Capital Growth Fund<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2007<\/strong><\/td>\n\n
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  • Goodwood creates Independent Review Committee for the Goodwood Capital Fund<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2009<\/strong><\/td>\n\n
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  • Goodwood becomes related and connected to public companies providing capital allocation and management responsibilities through an affiliate, Goodwood Management Services Inc.<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2012<\/strong><\/td>\n\n
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  • Goodwood forms Advisory Board<\/li>\n
  • Goodwood creates Independent Review Committee for the Goodwood Fund<\/li>\n
  • Milford Capital Growth Fund wins Canadian Hedge Fund award in the category of Best 3 Year Return and Annualized Sharpe Ratio Award<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2013<\/strong><\/td>\n\n
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  • Milford Capital Growth Fund renamed Goodwood Milford Fund and launched on the Goodwood Platform and listed on FundSERV as an open ended structure with continuous offerings<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2014<\/strong><\/td>\n\n
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  • Goodwood SPValue Fund launched to pursue activist investment mandate and listed on FundSERV as an open-ended structure with continuous offerings<\/li>\n
  • Goodwood Milford Fund receives Canadian Hedge Fund award in the category for Best 5 Year Return<\/li>\n
  • Goodwood offers Segregated Income Accounts<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2015<\/strong><\/td>\n\n
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  • Goodwood SPValue Fund led equity financing and recapitalization transaction of Polaris Infrastructure Inc.<\/li>\n
  • Goodwood Milford Fund receives fourth award at the Canadian Hedge Fund of the Year Event for Best 5-Year Sharpe Ratio<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2016<\/strong><\/td>\n\n
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  • Goodwood Milford Fund receives fifth award at the Canadian Hedge Fund of the Year Event for Best 5-Year Sharpe Ratio<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2017<\/strong><\/td>\n\n
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  • Goodwood Milford Fund Receives Sixth Award (Best 5-Year Return) at the 10th Annual Canadian Hedge Fund of the Year Event<\/li>\n
  • Goodwood SPValue Fund Receives First Place Award (Best 1-Year Return) at the 10th Annual Canadian Hedge Fund of the Year Event<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2018<\/strong><\/td>\n\n
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  • Goodwood Milford Fund Receives Seventh Award (Best 5-Year Return) at the 11th Annual Canadian Hedge Fund of the Year Event<\/li>\n
  • Gajan Kulasingam joins Goodwood\u2019s investment management team<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2019
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  • Gajan Kulasingam takes over as as lead portfolio manager of the Goodwood Capital Fund<\/li>\n
  • Canadian Hedge Fund Awards – Goodwood Milford Fund earns 1st Place, Best Combined 10 Year Return and Sharpe Ratio<\/li>\n
  • Canadian Hedge Fund Awards – Goodwood Milford Fund earns 1st Place, Best 1 Year Return (Credit Focused)<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2021<\/strong><\/td>\n\n
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  • Launched Investment Grade Bond Mandate<\/li>\n
  • Global Manager Research (GMR) – Top Performer Award: Alternatives – Credit Focused 1 Year Return earned by the Goodwood Milford Fund<\/li>\n
  • Global Manager Research (GMR) – Top Performer Award: Alternatives – Credit Focused 3 Year Return earned by the Goodwood Milford Fund<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
2023<\/strong><\/td>\n\n