The JC Clark Canadian Value Fund is a fundamentally-driven Canadian equity Fund. The Fund aims to provide lower volatility relative to overall equity markets and a lower market correlation than most equity funds.
Based on extensive fundamental research the Fund invests primarily in Canadian equities, focusing on high quality public companies trading at significant discounts to their intrinsic values. The Fund has a focused investment strategy, dealing primarily in the purchase of equities that pass a rigorous process of ‘bottom up’ fundamental analysis of the target investment’s balance sheet strength and cash earnings capabilities. Mitigation of risk is achieved by diversifying investment holdings across several industry sectors, by maintaining a portfolio of no less than twenty securities, and by utilizing hedging strategies from time to time.