WHY INVEST WITH US & HOW WE ARE DIFFERENT
<Tim McElvaine:> "Value veteran dances to his own tune"
We focus on
Our value investing approach is focused on finding bargains
We have a focused portfolio
We only invest in our best ideas. How many stocks does your fund own?
We are not index huggers
Many funds have portfolios similar to the indices. Our fund is quite different.
We are a value fund with values
We are not an ESG fund
but we do care where we invest
If you have a question, please reach out. We are your partners
Our Annual Report details what we own, what worked (and didn't) and fees paid.
All the Fund's assets are held by RBC. We have been audited since 1996 by KPMG
We are Experienced and Focused
Tim has run the Fund since 1996. Not revolving managers juggling many funds.
We are invested alongside you. We both want our savings to be safe and grow
We are paid on performance
We earn the most when the Fund does well. Our focus is on returns not asset growth