|
Objective |
| The Advisor's objective is to first protect, and then grow the Partnership's capital through the construction of a diversified portfolio of publicly-traded securities that exhibit low correlation to general market direction. |
|
Strategy |
| The Advisor's strategy is to invest in a diversified portfolio of event-driven securities that exhibit low correlation to the overall stock market. The most common event-driven investment approach is "risk arbitrage", wherein the Partnership will invest in securities that are the targets of publicly-disclosed transactions. Other approaches include paired trades, convertible hedging, consolidation themes, and the purchase of securities at discounts to cash. |
| Fund Operations |
| Inception: | 31-December-1999 |
| Management Company: | Strategic Advisors Corp. |
| Managing Company since: | 19-March-2003 |
| Lead Manager: |
Martin G. Braun |
| Manager Since: | 31-December-1999 |
| Manager Tenure: |
4 years
|
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|
| Returns (%) |
| |
3mo |
1yr avg |
3yr avg |
5yr avg |
| SAC*OPP.TO |
-2.3030 |
30.1280 |
26.7750 |
|
|
| Chart |
 big chart [] |
| Investment Information |
| New Investment |
Open |
| Currency | CAD |
| Min Initial Investment |
$ 150000.00
|
| Min Subsequent Investment |
$ 50000.00 |
| RRSP Eligible |
No |
| RESP Eligible |
No |
| Min Initial Investment (RRSP) |
N/A
|
| Min Subsequent Investment (RRSP) |
N/A
|
| Availability | AB,MB,NS,ON,PQ |
| Fees & Expenses |
| Management Fee |
2.00% |
| Load or No Load |
No Load |
| Choice of Front or Back Load |
No |
| Max Front End Load |
N/A |
| Max Back End Load |
N/A |
|
|