Tarik.ca Fundamentals Canadian Equity Fund (Inception : Dec 18th, 2007)
The Tarik.ca Fundamentals Canadian Equity Fund seeks to beat the S&P/TSX Composite Index through multiple strategies including: Macro positioning in sectors demonstrating above average long term potential; Conducting a top down fundemental analysis to pick companies with good fundamentals with good earning growth, high margins and high return on equity (ROE); Decreasing volatility by mixing assets which usually have lower correlation; Investing in Closed End Funds (CEF) which trade at unusual discounts; Creating a portfolio with an above average dividend yield (4.82% at inception). The fund follows a core satellite approach with 33% in core ETFs and with 67% in individual stock picks.
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Tarik.ca Technical Program Trading System (Inception : Jan 18th, 2008)
The Tarik.ca Technical Program Trading System seeks not only to beat the S&P/TSX Composite Index but seeks absolute returns. The system is a long/short technical computer trading system which will trade in and out of leveraged Canadian listed ETFs in order to achieve Hedge Fund like results.
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Tarik.ca Strategic High-Yield Fixed Income Fund (Inception : Dec 20th, 2007)
The Tarik.ca Strategic High-Yield Fixed Income Fund seeks to beat the Scotia Bank Universe Bond Index (TSE:XBB) through multiple strategies such as: Yield curve analysis; Investing in high quality corporate bonds; Investing in strategic and distressed preferred shares; The fund will also invest in the capital trusts of the Canadian chartered banks.
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