Our value investing approach is focused on finding bargains 

We only invest in our best ideas. How many stocks does your fund own?

Many funds have portfolios similar to the indices. Our fund is quite different.

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

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 earn the most when the Fund does well. Our focus is on returns not asset growth