Sionna Opportunities Fund and Bridgehouse Private Client mean more
options and flexibility for advisors
TORONTO, May 14, 2014 /CNW/ - Bridgehouse Asset Managers has added both
a new fund and a new fund class to its slate.
Sionna Opportunities Fund
The newest member of the Bridgehouse Funds, the Sionna Opportunities
Fund provides exposure to Sionna's 20 to 30 top ideas from across
Canada and beyond. The Fund's clear mandate gives the portfolio manager
access to the full spectrum of market capitalization, as well the
flexibility to invest up to 49% in foreign equities.
"The Sionna Opportunities Fund leverages our stock selection skills to
build a portfolio of our best ideas—with the goal of delivering
significant alpha while carefully managing risk," explains Sionna
President and CIO Kim Shannon.
"We're able to include our favourite Canadian names from across our
large-cap, mid-cap and small-cap portfolios combined with attractive
foreign names that we uncover in our research process," explains
Portfolio Manager Teresa Lee. Lee brings 19 years of experience—11 of
them at Sionna—and will leverage the full strength of the Sionna
Marriage of strategy and experience
The Fund will be managed according to Sionna's proven value approach to
investing, focusing on companies that are trading at a discount to
their intrinsic value estimate and demonstrate attractive risk/return
attributes. While new to Canadian investors, this strategy is modelled
after the Sionna High Conviction pool, which was launched in December
2008 and funded with internal capital.
Alpha for the portfolio
"The holdings will likely look different from your more typical Canadian
equity mutual funds," adds Lee. "As a result, the Sionna Opportunities
Fund can be a great risk-return complement to existing portfolios"
The Fund is available in Class A, AN, F and FN as well as the exclusive
new Bridgehouse Private Client suite of classes (K, L and M).
Bridgehouse Private Client
Now available from Bridgehouse: with the introduction of the new Class K
units and the addition of Class L and Class M across numerous
Bridgehouse Funds, Bridgehouse Private Client offers an exclusive
pricing structure for affluent individuals and households. Eligibility
is based on a minimum investment on a per-fund basis of $100,000. A
financial group (or household) with $250,000 or more across any of the
Bridgehouse Funds can invest in the Private Client suite of classes
without a minimum per-fund investment. Additional rebates take effect
for accounts of greater than $500,000 and $1,000,000.
"The Bridgehouse Private Client suite of classes affords advisors the
flexibility and sophistication required to deal with affluent
investors," says Carol Lynde, President and COO of Bridgehouse Asset
Managers. "Bridgehouse continues to add new tools for independent
advisors to better serve their clients."
Bridgehouse Private Client delivers competitive pricing and flexible
compensation options—available across all Bridgehouse Funds.
Bridgehouse Asset Managers offers investors access to world-class
investment solutions from three institutionally minded investment
managers with 19 mutual funds spanning a variety of styles, regions and
Bridgehouse Asset Managers, a trade name of Brandes Investment Partners
& Co., offers tried-and-true investment solutions to Canadians,
leveraging the expertise of three world-class investment managers. In
everything we do, we consider our clients. We are committed to
partnering with investment professionals to help Canadians reach their
financial goals and become smarter investors.
We are defined by our:
Independence in ownership and thinking, which enables us to truly align with clients' goals, and do the right
thing for client portfolios and businesses—today and tomorrow.
Dedication to advancing investor knowledge, demonstrated through our commitment to developing investor knowledge
initiatives that help Canadians make informed decisions.
Commitment to our community, dedicating time and financial support to charities that positively
impact the lives of Canadians and make a real difference in our
About Sionna Investment Managers
Sionna is an independent, employee-owned investment management firm that
oversees assets on behalf of its institutional and private clients.
Using a disciplined value-investing process, Sionna's fundamental
research identifies quality companies that are available at attractive
valuations. Sionna manages portfolios using an approach that focuses
on capital preservation and strives to generate value-added returns for
its clients over the long-term. For more information, please visit www.sionna.ca.
Brandes Investment Partners & Co., operating as Bridgehouse Asset
Managers (Bridgehouse), is the manager of the Bridgehouse Funds. Units
of the Bridgehouse Funds are available through registered dealers only
and not available through Bridgehouse. Commissions, trailing
commissions, management fees and expenses all may be associated with
mutual fund investments. Please read the prospectus before investing.
Mutual funds are not guaranteed, their values change frequently and
past performance may not be repeated.
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SOURCE: Bridgehouse Asset Managers
For further information:
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416-862-2800 ext. 269