Member Details

Agilith Capital Inc

Agilith North American Diversified Fund offers Canadian investors a diversification tool to the resource‐heavy TSX. The portfolio takes on high conviction positions favoring stock picking over indexing with the belief that superior returns are a direct product of superior business models. The fund is also designed for the timely capture of market inefficiencies and extremes in investor sentiment.

Founded

2007

Assets

$ 40

Strategies

North American equities, long biased, non-resource

The fund favors stock picking over indexing with the belief that excess returns are a direct product of superior business models. The core investment approach is based on a balance of fundamental, quantitative and technical factors to create a high conviction portfolio that capitalizes on the managers’ areas of expertise (TMT, financials, industrials, consumer discretionary).

-Long and short positions
-Invested in North American Equities
-Concentrated portfolio
-Fundamentally based investment process
-Positions spread across small/mid/large capitalization stocks
-Stemming from the focus on business models rather than global macro conditions, the Fund does not invest in the resource sector.

Philosophy

Taking on high conviction positions, favoring stock picking over indexing with the belief that superior returns are a direct product of superior business models. The fund is also designed for the timely capture of market inefficiencies and extremes in investor sentiment.

Approach

Our mission is to generate wealth for investors through relentless analysis without the constraint of focusing on market capitalization or maintaining index weightings.

Team

Patrick Horan, Portfolio Manager
Andrea Horan, Portfolio Manager
Trevor Dale, Director Client Services
Lan Lee, Director Operations and Finance

Patrick Horan

Portfolio Manager

Contact information

Trevor Dale
TDALE@AGILITH.COM
80 Richmond St. W. Ste 203
Toronto (ON) M5H 2A4

Telephone: 4166374629
Toll Free: 4166374629
Website: agilith.com

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