MONTREAL, Oct. 24, 2016 /CNW Telbec/ - LionGuard Capital Management Inc. ("LionGuard") is pleased to announce that following strong demand from the investment community LionGuard Opportunities Fund ("Fund") is now registered and open for purchases through FundSERV.
The Fund can be purchased by accredited investors through approved dealers across Canada, including investment advisors, brokers and financial planners. Fund's codes are the following:
- LGC100 – Class A
- LGC102 – Class F (fee based accounts)
- LGC104 – Class I (institutional accounts)
The Fund has the objective to achieve long-term growth of capital through disciplined investing in mainly small and medium capitalization North American equities. The Fund invests on a long/short basis and intends to achieve positive absolute returns with strict risk management parameters in place and with low correlation to equity markets.
As of the end of September 2016, and based on Class S units, the Fund has delivered the following net (after all fees and expenses) returns to investors:
- YTD +11.41%
- 1-year +17.06%
- 2-year +14.21% (annualized)
- Cumulative +30.43% (since October 2014)
"We are very glad to be able to provide access to LionGuard Opportunities Fund through FundSERV. It is also great to see that so many advisors, brokers and family offices across Canada recognize benefits of conducting detailed fundamental research and analysis with an objective to purchase quality companies at a large discount to their intrinsic value." stated Andrey Omelchak, President & Chief Investment Officer of LionGuard.
"We define quality companies as those with high return on invested capital, solid free cash flow generation, stable and predictable business models, and capable and aligned with minority shareholders (as demonstrated by accretive capital allocation over time) management team and board of directors."
About LionGuard Capital Management Inc.
LionGuard Capital Management Inc. is a premier investment management company based in Montreal, Quebec. The Company serves the needs of family offices, endowment funds, fund of funds, institutional investors and select high net worth individuals. For more information, visit: www.lionguardcapital.com
SOURCE Lionguard Capital Management
For further information: Andrey Omelchak, President & Chief Investment Officer, 514-448-6441; Erik Ross, Senior Vice-President, Trading & Operations, 514-448-6442; Lionel Alcoloumbre, Senior Vice-President, Business Development, 514-448-6443. Email: [email protected]