Investment Funds

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Capstone Non-Traditional Equity Pool

The Capstone Non-Traditional Equity Pool’s primary objective is to invest in value-based strategies that offer the potential for capital appreciation, high cash flows, or both.

The Strategy

The Capstone Non-Traditional Equity Pool invests in a diversified portfolio of Canadian and foreign assets with low correlations to traditional domestic and global equity markets. The Fund invests in real assets and alternative strategies in line with our general investment philosophy.

Quick Facts

Date Launched May 2014
Manager Capstone Asset Management Inc.
Distributions Annual, Cash or Units
Liquidity Weekly
Management Fee Class A 2%
Class F 1%
Class I Negotiable
Min. Investment $150,000
$50,000 for Dealers
FUND CODES
$CDN Class

Load Type

CVT301 A FE
CVT311 F NL
CVT321 I NL

Individual purchasers must qualify as Accredited Investors.
Class I management fee is 0% for discretionary clients.

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The Opportunity

  • Participate in a fund that provides exposure to difficult to access, non-traditional assets
  • Diversify away from traditional stock market holdings, thereby reducing risk
  • Access assets with low correlation to the stock market
  • Access unique opportunities such as:
    • Foreign Mortgages
    • Alternative Strategies
    • Real Estate
    • Private Equity
    • Real Assets

QUESTIONS?

Contact us for more information about our services.
We'd love to hear and are here to help, with no obligation.