Offering includes Advisor Series
TORONTO, Jan. 24 /CNW/ - Saxon Financial Inc. (TSX: SFI) has launched
three new small cap funds: Saxon Microcap Fund, Saxon U.S. Small Cap Fund, and
Saxon Global Small Cap Fund. Each fund is available to institutional and
retail investors, including clients purchasing the new Advisor Series through
a financial advisor.
Extending Saxon's 22-year small cap value investing expertise, Saxon
Microcap Fund currently focuses on Canadian companies with a capitalization of
less than $150 million. Among the few true microcap funds in Canada, Saxon
Microcap Fund is further distinguished by being the only such fund managed
according to the principles of value investing.
Saxon U.S. Small Cap Fund and Saxon Global Small Cap Fund provide
investors with the opportunity to capture the historic outperformance of small
caps. Global research indicates small caps have added returns of 3% to 5% per
year over benchmark indices over the long term, and provide greater exposure
to industry sectors not well represented among large caps.
"The addition of these three specialty small cap funds to the Saxon
family gives investors greater performance potential and diversification
benefits," said Allan Smith, President and CEO. "Our statistically grounded,
bottom-up investment process will be used to select undervalued stocks among
the vast offerings of small caps in Canada and around the world."
The new Saxon funds apply the same investment discipline that has earned
Saxon the reputation for delivering upside performance at relatively low
levels of risk in the management of Saxon Small Cap. Saxon Small Cap was
chosen for Morningstar's Analyst Picks List, "the highest honour we can bestow
on a fund", according to Morningstar.
Additional information about each fund is available in the simplified
prospectus which is available at the Canadian Securities Administrators System
for Electronic Document Analysis and Retrieval (SEDAR) web site:
About Saxon Financial Inc. (www.saxonfinancial.ca)
Saxon Financial Inc. is one of Canada's most respected value style
investment management firms. The Company has three principal lines of
business: Saxon Funds Management Limited, which manages a family of
high-performing mutual funds; Howson Tattersall Investment Counsel Limited, an
institutional asset management business; and Howson Tattersall Private Asset
Management Inc., a private client asset management business.
About Morningstar Fund Analyst Picks
The Morningstar Fund Analyst Picks are designed to be one element in
helping investors decide whether a particular mutual fund is right for them.
However, as every investor's personal circumstances and portfolio needs
differ, Morningstar does not recommend or endorse particular funds for
purchase/sale to any particular individual. Morningstar Fund Analyst Picks are
subject to change daily. The list is updated regularly to reflect fund
cappings, manager changes, and other issues that arise; formal reviews are
conducted every quarter.
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.
For further information:
For further information: Mary Savona, Vice President, Marketing, Saxon
Funds Management Limited, Phone: (416) 227-4180, E-mail:
firstname.lastname@example.org, Website: www.saxonfunds.com; Jason Graham or
Daniel Tisch, (media only), Argyle Communications, (416) 968-7311, ext. 229 or
223, email@example.com, firstname.lastname@example.org