Financial Advisors
First and foremost, we appreciate your interest. We do respect the fact that these are your clients and you have many alternatives.
What Sets Us Apart
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Over 99% Active Share vs TSX
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True deep value approach
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Same manager since 1996
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Cundill-inspired - Tim worked directly with Peter
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FundGrade A+ winner in 2022 & 2023
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Aligned incentives
Differentiation
We follow a deep value approach, as detailed throughout this site. Our estimated active share versus the TSX Composite is over 99%, meaning we invest in a way that’s truly distinct. That makes us a potential source of uncorrelated exposure within a broader portfolio.
Risk Measurement
Morningstar and FundLibrary (Fundata) have generally rated us as having below-average risk and above-average returns. You can find links to these profiles on our Reports page.
Access
If you ever have a question about the fund, please reach out to Tim: tim@avaluefund.com to chat or schedule a call.
Fees
Further discussion of our MER and fees can be found here