Investing Where Others Aren't

Deep value investing is a disciplined approach to buying when others are selling. To get true bargains, you must buy when others aren't. Our ABBA philosopy guides our investments.

Many funds have elaborate mission statements. Our goals are simple: make our investors money and protect the downside.

Tim founded the fund in 1996 and has managed it ever since. Additionally, Tim worked with legendary value investor Peter Cundill including as Chief Investment Officer and co-manager of Mackenzie Cundill Value Fund.

McElvaine Value Fund was recognized with FundGrade A+ Awards in both 2022 and 2023 for strong performance in its category.

Our total fees fluctuate with performance. We have a relatively low base fee and get paid more when we perform. We're aligned with your success.  

Our goals, as mentioned, are making money and protecting the downside. We are not focused on fund size. In fact, we believe our smaller size is a distinct advantage.

Yes, in some markets ETFs outperform but they buy everything, good and bad. We are selective, looking for bargains, protecting the downside, and holding cash when nothing meets our standards. Plus Tim invests his own money alongside yours, and our fees reward performance.  Who's looking out for you in an ETF?

We’re available through most financial advisors, or you can invest directly through a discount brokerage. Either way, the minimum investment is $1,000, and the fund qualifies for registered accounts including RRSPs, RESPs, and TFSAs.

You provide comprehensive wealth management. We provide specialized deep value investing. Having our fund as a component of your client portfolio offers uniqueness and portfolio diversification. We're available on most dealer platforms.