Fund Profiles

Lysander-Roundtable Low Volatility Equity Fund

LYZ925 A/F
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Objectives

The Fund’s objective is to provide long-term capital growth by investing primarily in North American securities with a focus on equity securities of Canadian and U.S. companies.

About Roundtable Capital Partners

Roundtable Capital Partners Inc. is an investment management firm incorporated in 2005 and operates through a head office in Toronto, Canada. Roundtable’s central mission is to build and protect the capital of investors seeking superior long-term absolute returns.

Investment Philosophy

Bottom Up Approach

Roundtable chooses securities through fundamental analysis of individual companies and associated industry conditions. The macro-economic environment is not ignored and tactical changes to asset allocations are incorporated into the management of portfolios.

Opportunistic Style

Roundtable believes that opportunities in any one strategy may become scarce at times, and therefore uses a multi-strategy approach to drive performance. Overall, Roundtable favours a Growth-At-A-Reasonable-Price (“GARP”) approach to stock selection, but will consider “value” stocks to act as a “safer harbour” in times of above-normal volatility, high inflation and/or high/rising interest rates.

Concentrated Portfolios

Portfolios typically hold approximately 25-35 core long positions with a targeted holding period of 12 months or more. Shorter-term trading positions may be initiated in addition to these “core” holdings as opportunities are identified.