The Dynamic Investment Fund is an open-ended investment company organised as a Société d'Investissement à Capital Variable (SICAV). Its five sub-funds are being distributed through DundeeWealth's European subsidiary, DundeeWealth S.A.
This is a core large-cap Canadian equity fund managed with a growth approach. The Fund offers a diversified portfolio of established companies with a proven ability to grow earnings. The unique investment discipline combines top-down economic analysis with careful bottom-up company analysis.
This core U.S. fund is driven by the principle: earnings growth = stock price performance. A strict bottom-up approach is used to create a portfolio of the fastest-growing companies operating in the world's most dominant economy. The portfolio is actively managed with due consideration to both risk and return.
Gold has been used as a store of wealth and medium of exchange for thousands of years. It is an essential part of the foreign exchange reserves of almost every nation, and should be a part of the investment portfolio of every investor. For the cautious investor, gold provides a hedge against potential inflation, weakness in currency and volatility in equity markets.
The Focus+ investment philosophy represents a patient and common sense approach to investing. A guiding principle in the management of the Focus+ Funds is the understanding that stocks represent ownership of a business.
Baker Steel Alpha Gold Fund seeks to provide investors with exposure to the gold market through an actively managed portfolio of gold and gold equities. Baker Steel's established approach to stock selection is combined with exposure to gold. The overall level of gold market exposure is systematically managed through the firm's proprietary gold market sentiment model ('Genex').