Franklin Bissett Small Cap Fund

Investment Objective and Strategy

The fund seeks long-term capital appreciation by investing primarily in a diversified portfolio of small-capitalization Canadian equities that have proven management and long-term growth plans. The fund may also invest in foreign securities.

Small caps provide diversification. Ideal for investors seeking to add small caps to an investment portfolio can to complement large- and mid-cap holdings and help generate superior risk-adjusted returns over time.

Investing for the long term. The fund invests primariliy in companies with a market capitalization of between $100 million to $2.5 billion, and invests in companies with proven management and a long-term growth plan.

Franklin Bissett’s time-tested process to balance risk and return. Understanding the volatility associated with small cap investing, Franklin Bissett employs a disciplined “Growth at a Reasonable Price” (GARP) approach which seeks to maintain a balance between risk and return.

FUND MANAGERS

Ralph Lindenblatt

  • Calgary, AB Canada
  • Years with firm: 17
  • Years of experience: 21

Richard Fortin

  • Calgary, AB Canada
  • Years with firm: 9
  • Years of experience: 22