|
Fund Background |
| Category | Alternative Strategies |
| Fund Family |
Arrow Hedge Partners |
| Total Assets in $millions
(2004-06-30)
|
27.172
|
| Year to Date Return |
3.2580%
|
| NAVPS (2004-08-06) |
$ 14.5970
|
| Daily Change |
|
| 52 week high |
$ 17.7760
|
| 52 week low |
$ 13.4110
|
|
Objective |
| The Arrow Epic Capital Fund is a Canadian long/short hedge fund. The investment objective of the Fund is to generate absolute returns through the purchase and short sale of primarily Canadian listed securities. The managers will select long and short positions on the basis of intensive fundamental research, both at the company and industry level. The managers will also use risk arbitrage to exploit the mis-pricing of securities on company merger or takeover deals. |
|
Strategy |
| We believe superior risk-adjusted returns are possible on a sustainable basis. This requires two important disciplines, excellent stock selection and risk mitigating strategies. 1) Our core stock selection is predicated on identfying competitive advantages through bottom-up analysis. Our avenues to attain advantages include excellent information flow, focus, investment experience and sector expertise. 2) The second integral part of our strategy is mitigating risk. |
| Fund Operations |
| Inception: | 1-January-2002 |
| Management Company: | Arrow Hedge Partners Inc. |
| Managing Company since: | |
| Lead Manager: |
David Fawcett |
| Manager Since: | 1-January-2002 |
| Manager Tenure: |
2 years
|
|
|
| Returns (%) |
| |
3mo |
1yr avg |
3yr avg |
5yr avg |
| AHP*ECF.TO |
-8.8310 |
54.5390 |
|
|
|
| Chart |
 big chart [] |
| Investment Information |
| New Investment |
Open |
| Currency | CAD |
| Min Initial Investment |
$ 25000.00
|
| Min Subsequent Investment |
$ 5000.00 |
| RRSP Eligible |
Yes |
| RESP Eligible |
Yes |
| Min Initial Investment (RRSP) |
$ 25000.00
|
| Min Subsequent Investment (RRSP) |
$ 5000.00
|
| Availability | AB,BC,MB,NB,NF, NU,NS,NT,ON,PE, PQ,SK,YT |
| Fees & Expenses |
| Management Fee |
2.25% |
| Load or No Load |
Load |
| Choice of Front or Back Load |
No |
| Max Front End Load |
5.00% |
| Max Back End Load |
N/A |
|
|