Investment Funds

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Capstone Traditional Equity Pool

The Capstone Traditional Equity Pool’s primary objective is to generate dividends and capital gains through its active deep-value investing philosophy.

The Strategy

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.

Quick Facts

Date Launched November 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

CVT401 A FE
CVT411 F NL
CVT421 I NL

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

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The Opportunity

  • Participate in traditional equity markets using a deep value approach
  • Invest in a globally diversified fund
  • Broad range of small, mid & large cap stocks
  • Compliments non-traditional assets in a diversified portfolio

QUESTIONS?

Contact us for more information about our services.
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