Franklin Bissett Microcap Fund

Investment Objective and Strategy

The fund seeks long-term capital appreciation by investing primarily in Canadian equities of smaller-capitalization companies that have proven management and long-term growth plans. Smaller-capitalization companies are those with a market capitalization of less than $350 million.

Breadth and depth of research. Since 1982, Franklin Bissett has been researching, analyzing and investing in Canadian equities. Ideal for investors seeking exceptional microcap opportunities while managing potential risks.

GARP-style investing. Franklin Bissett employs a disciplined “Growth at a Reasonable Price” (GARP) approach which seeks to maintain a balance between risk and return.

Uncovering Canada’s hidden gems. One of the few mutual funds that invests in Canadian stocks with a market capitalization of less than $350 million, making it an ideal complement to global or domestic large-cap equity funds.

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