Company Summary
In 1996, Chris Guthrie founded Hillsdale Investment Management after working for over 10 years consulting to and advising equity managers. Chris recognized that there was a need in the marketplace to offer meaningfully differentiated investment strategies making a significant contribution to investors’ risk adjusted returns.
Today, Hillsdale is a well-known independent Canadian investment boutique providing a wide array of sophisticated investment strategies. Hillsdale seeks to attract professionals with diverse backgrounds including investment management, mathematics, computer engineering, risk management, trading, technical analysis, accounting, marketing and compliance.
Throughout its history, Hillsdale has remained an innovative asset manager recognized by clients, consultants and industry professionals for its skills in active portfolio management and for its dedication to applied investment research.
Source: Hillsdale Investment Management Inc.
Unique Value Proposition
TRADITIONAL EQUITIES
These Funds are similar to traditional equity mutual funds. They are suitable for investors who seek to maximize capital growth and have slightly above average risk tolerance. They are long only equity products that do not engage in short selling or hedging.
Canadian Performance Equity Fund
The investment objective of the Fund is to provide a rate of return on capital in excess of the S&P/TSX Small Cap Index with volatility equal to or less than the Index. The Fund invests a minimum of 75% of the assets in a diversified selection of small cap Canadian corporations and unit trusts trading on major Canadian exchanges. No single equity position exceeds 5% of the account’s assets. The Fund limits its purchases of securities in the S&P/TSX Composite Index so that the aggregate S&P/TSX Composite Index market weight, determined at the time of purchase of these securities, does not exceed 10%.
Canadian Micro Cap Equity Fund
The investment objective of the Fund is to provide investors with long-term capital growth in excess of the S&P/TSX Small Cap Index over five years. The Fund invests a minimum of 75% of its assets in a diversified selection of small capitalization Canadian corporations and trusts with a market capitalization between $25 million and $250 million at the time of investment.
US Performance Equity Fund
The investment objective of the Fund is to provide a return on capital in excess of the Russell 2000® Small Cap Index with volatility equal to or less than the Index. The Fund will invest a minimum of 75% of its assets in a diversified selection of small cap US corporations trading on major US exchanges. No single equity position will exceed 5% of the account’s assets.
Source: Hillsdale Investment Management Inc.
AUM ($Bil)
1
Year Founded
1996
Key Personnel
CHRISTOPHER GUTHRIE, President & CEO, CIO, Portfolio Manager, Founding Partner
ALFRED SUM, Portfolio Manager, Partner
TONY BATEK, Director, Research & Senior Portfolio Manager, Partner
Address
100 Wellington Street West, Suite 2100
TD Centre, P.O. Box 228
Toronto, ON
M5K 1J3