Franklin Bissett Canadian Equity Fund

Investment Objective and Strategy

The fund seeks long-term capital appreciation by investing primarily in a diversified portfolio of mid- to large-cap Canadian equities.

Canadian Focus. Ideal for investors seeking 100% focus on Canadian equities with a bias towards dividend payers and growers that typically outperform over the long term.

GARP-style investing. The fund’s GARP approach to investing uncovers growth-oriented companies at reasonable valuations. This process enables the fund to access many quality Canadian companies overlooked by strict value and growth managers.

FUND MANAGERS

Garey J. Aitken

  • Calgary, AB Canada
  • Years with firm: 20
  • Years of experience: 26

Tim Caulfield

  • Calgary, AB Canada
  • Years with firm: 11
  • Years of experience: 18