The Capstone Traditional Equity Pool’s primary objective is to generate dividends and capital gains through its active deep-value investing philosophy.
The Capstone Traditional Equity Pool invests by way of the traditional capital markets throughout North America and globally. Individual stocks are purchased at a deep discount to their intrinsic value and are a blend of small, mid and large cap equities diversified across sectors. Stocks are valued on a bottom-up approach using fundamental analysis. This systematic approach takes the emotion out of investing, ensuring each stock is objectively evaluated on its individual merits.
|Date Launched||November 2014|
|Manager||Capstone Asset Management Inc.|
|Distributions||Annual, Cash or Units|
|Management Fee||Class A 2%|
|Class F 1%|
|Class I Negotiable|
|$50,000 for Dealers|
Individual purchasers must qualify as an Accredited Investor.
Class I management fee is 0% for discretionary clients.
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