Member Details

OPENMIND INVESTMENTS INC.

OpenMind Capital is a high conviction fundamental value-based portfolio manager. Our technology-driven investment platform provides a scalable and repeatable process to understand and analyze what makes a company profitable and a portfolio less susceptible to volatility. We focus on portfolio construction to build resilient portfolios as markets fluctuate.

Founded

2015

Assets

40 millions C$

Strategies

US Equity Market Neutral

The Fund will achieve its investment objective by using a market neutral equity strategy. The strategy is based on a quantitative approach using financial health indicators to identify high quality companies for the long portfolio and lower quality companies for the short portfolio.

The Fund's investment universe the S&P 500 index. Companies are categorized according to their financial health and size in terms of market capitalization. The long portfolio is concentrated in the best performing segments of small-cap, high quality financial companies, still within the S&P 500. The short portfolio holds only low quality companies, regardless of the volatility regime.

Philosophy

OpenMind Capital is a high conviction fundamental value-based portfolio manager. Our technology-driven investment platform provides a scalable and repeatable process to understand and analyze what makes a company profitable and a portfolio less susceptible to volatility. We focus on portfolio construction to build resilient portfolios as markets fluctuate.

Approach

We enrich data with a proprietary investment platform to construct high conviction goal oriented portfolios

- We approach ideas with an open mind
- We believe in active management to achieve long-term capital growth
- We believe drawdowns must be managed
- We believe in a scientific approach to problem solving
- We believe in challenging the status quo

Team

Karl Gauvin M.Sc., President and CIO
Paul Turcotte Ph.D., Vice-president and Portfolio Manager
Dino Mastroianni M.Sc., Vice-president
Bernard Augustin: Special Advisor.
Jean Belanger M.Sc., Software Developer

Karl Gauvin

President

Contact information

Karl Gauvin
kgauvin@openmindcapital.com
410 - 4060 St-Laurent Blvd.
Montreal (QC) H2W1Y9

Telephone: 5146678782
Website: www.openmindcapital.com

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