About this Fund

Investment Process

Capstone's Canadian Equity Income Strategy is designed to generate returns through a combination of steady dividend income and long-term capital appreciation. It focuses on investing in high-quality, publicly traded Canadian large- and mid-cap companies. Managed within a client’s Separately Managed Account (SMA), this structure provides investors with direct share ownership, enabling tax-efficient strategies such as gain and loss harvesting and enhanced benefits for charitable giving. Capstone emphasizes companies with strong market positions, sustainable competitive advantages, responsible debt levels, thoughtful capital allocation, and leadership rooted in integrity and expertise. Guided by a faith-based perspective, the strategy aligns investments with Capstone’s Biblical values, ensuring a commitment to ethical and principled business practices.

This Fund is for

Investor Profile

This Fund is suitable for investors who:

• are looking for capital gains and dividend income through active management following a value-based investment philosophy.
• wish to invest in companies with proven management teams, strong cash flows and earnings growth.
• want non-traditional equity exposure with lower risk than broad stock market indices
• are able to accept a medium to high level of risk.