Not your typical
mutual fund.
An independent RRSP, TFSA and RESP eligible value fund for Canadians
I want the same thing as you. I want my retirement savings to be safe and grow. Of course, no one can guarantee how their fund will perform. What I can say is I am invested alongside you. McElvaine Value Fund is not a job but my focus.
I have been value investing for over 30 years; I started working with value guru Peter Cundill in 1991. In 1996, I formed McElvaine Value Fund (formerly The McElvaine Investment Trust) 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.
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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
Why Invest with Us
(and how we are 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
We are Accessible
You have a question or comment, please reach out. We are your partners.
We are Transparent
Our Annual Report details what we own, what worked (and didn't) and fees paid
We have
Clear Safe-Guards
All the Fund's assets are held by RBC. We have been audited since 1996 by KPMG
We are
Experienced & Focused
Tim has run the Fund since 1996. Not revolving managers juggling many funds.
We are Investors too
We are invested alongside you. We both want our savings to be safe and grow.
Performance not asset growth
We earn the most when the Fund does well. Our focus is on return not on asset growth
"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.
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.
"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.
The button below takes you to our Reports section.
If you would like to receive our latest Reports and other info, please subscribe to our <infrequent> McElvaine Minutes email list.