About this Fund

Investment Process

The Capstone Traditional Equity Pool’s primary objective is to generate dividends and capital gains through its active investing philosophy. The Pool invests by way of the traditional capital markets throughout North America and globally. Individual stocks are purchased at a 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.

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 traditional equity exposure with lower risk than broad stock market indices
• are able to accept a medium to high level of risk.