Fund Description

The fund seeks long-term capital appreciation by investing primarily in a diversified portfolio of U.S. securities, utilizing a quantitative model selection process.

Quantitative approach to stock selection. Ideal for investors seeking exposure to a unique quantitative approach to investing in U.S. equities that limits selection to 40 securities and maintains a neutral weighting of approximately 2.5% in any one security, reset every mid-month. The quantitative model screens selections based on historical and projected financial data and without manager or style bias.


Garey J. Aitken

  • Calgary, AB Canada
  • Years with firm: 23
  • Years of experience: 30

Izabel Flis

  • Calgary, AB Canada
  • Years with firm: 20
  • Years of experience: 20