In 2021, we changed the name of The McElvaine Investment Trust to McElvaine Value Fund.
No change in how we invest, just a simpler name!
Sleep Better
You are invested where we are invested
An independent value fund for Canadians
Experienced
25 year record
Proven value approach
We are invested too
Fees linked to performance
There are a lot of uncertainties in the world. Is there inflation? Is there too much debt? Is the market too high? As I am invested alongside you, you can effectively outsource your worrying to me. I want the same thing as you: investment returns and protection of my retirement savings.
I formed McElvaine Value Fund (formerly The McElvaine Investment Trust) in 1996 as an investment fund for my family and friends with a simple principle: our money would be invested alongside our clients, same fund, same fees.
In 2019, we began offering the fund under prospectus which allows like minded investors (hopefully you) to invest with us.
Finally, and most importantly, you are my partner. If you have questions or just want to talk, please schedule a call or send an email. I am always happy to chat.
Uncertain world, Clarity of Purpose
<Tim McElvaine:> "Value veteran dances to his own tune"
Morningstar
Every Investment Portfolio should have a Value Fund
They might not be sexy, but a focused value fund can provide performance as well as diversification. Diversification is achieved by our fund owning different stocks than most investors.
The key is finding the right fund. A portfolio manager who is experienced. A portfolio manager who is not an employee but an owner. A structure which rewards performance and not getting bigger.
Fortunately that is us! Tim has been value investing for over 30 years. First with renowned value guru Peter Cundill. In 1996, Tim founded McElvaine Value Fund (originally called The McElvaine Investment Trust).
McElvaine Value Fund has been featured in
Buy stocks like you buy your groceries, not like you buy your perfume.
Warren Buffett quoting Benjamin Graham
How our value fund is different
We focus on bargains
Our value investing approach is focused on finding bargains.
We are not index huggers
Many funds have portfolios similar to the indices. Our fund is quite different.
We have a focused portfolio
We only invest in our best ideas. How many stocks does your fund own?
We are a value fund with values
We are not an ESG fund but we do care where we invest. See our Annual Report
Accessible
You have a question or comment, please reach out. We are your partners.
Transparent
Our Annual Report details what we own, what worked (and didn't) and fees paid
Clear Safe-Guards
All the Fund's assets are held by RBC. We have been audited since 1996 by KPMG
Stability & Focus
Tim has run the Fund since 1996. Not revolving managers juggling many funds.
"More profit is to be made by focusing on value. In a stock market, the only way to get a bargain is to buy what most investors are selling"
Sir John Templeton
Two simple ways to Invest.
Invest inside or outside of a registered account
(RRSP, TFSA, RESP, RRIF eligible).
Our minimum investment is $1,000.
1. Through a Direct Broker
For an investor who manages their own portfolios, it is easy to invest in our fund. If you have any questions, please contact us.
Describe your image
Describe your image
Describe your image
2. With your financial Advisor
Financial advisors use our fund for diversification and to obtain exposure to our unique portfolio. Please ask your advisor about us.
Describe your image
Describe your image
Describe your image
Describe your image
"In the short run, the market is a voting machine but in the long run it is a weighing machine."
Benjamin Graham
See what we own and why.
Receive our latest Partners Report to see where we are invested. You will also be added to our "infrequent" McElvaine Minutes email list.