Front Street Capital and Your Clients
At Front Street Capital our value proposition is: We provide non-indexed yield and equity investment solutions. We understand advisor’s businesses have changed to include discretionary and fee based accounts. Our products are designed to add value by providing exposure to opportunities beyond the index that many advisors would not have access to or have no time to manage on their own. Explore the tabs below to learn more.
If you haven't already, we invite you to register as an advisor to find out more about selling Front Street Capital funds. (For more about our history and our porftfolio managers, don't forget to visit our About Us page.)
Since the day we opened for business, we've been offering a range of growth-oriented mutual funds aimed at outperforming our benchmarks.
Norm Lamarche (Investment Executive's 2009 Fund Manager of the Year) manages a triad of growth-oriented funds. Norm's extensive track record and his relationships with movers in the global resource, mining and energy sectors have helped his funds bring exceptional returns for clients over the years. The Front Street Growth Fund and the Front Street Growth Class shift assets toward the sectors and regions that provide the best opportunities for growth. These relatively concentrated funds invest primarily in publicly traded securities withthe Growth Class focusing on emerging companies and private equity opportunities.
The Front Street Special Opportunities Class favours more aggressive, early-stage companies. The fund has 5-star ratings from both GlobeFund and Morningstar, and has managed a 28% annual growth rate since inception in 1990.*
Craig Porter's Front Street Resource Classfocuses on established, intermediate resource companies with more growth potential than the typical large-capitalization resource equities found in most Canadian equity funds. Craig focuses on companies that can add value through exploration and emerging mining technologies. The fund has had a 39% annual growth rate since inception.*
Veteran portfolio manager Frank Mersch has managed to beat the index 19 of the last 22 years.† His Front Street Tactical Equity Class is our most diversified and balanced growth fund. Frank also manages Front Street Global Opportunities Class, which focuses on technological innovation across sectors. For accredited investors, Frank manages the Front Street Canadian Hedge Fund.
* as at February 28, 2011. † Click here for more on Frank's track record.
Unsatisfied with existing income products, Eric Dzuba created Front Street Diversified Income Class. This low-volatility fund delivers regular income and has managed a 9.6% annual growth rate since inception. We call it "low risk done smart." The fund has earned a Fundgrade A and a 5-star Morningstar rating.* Eric brings a unique mix of dynamic thinking coupled with conservative discipline to his craft, providing clients an opportunity to add a progressive, income-generating, low-volatility position to their portfolio.
Front Street Growth & Income Class is also "low risk done smart." Managed by Eric Dzuba and Frank Mersch, the fund uses option-writing strategies to generate premium income, while allowing investors exposure to growth-oriented equities.
Front Street Capital has partnered with Steelpath Fund Advisors to bring the U.S. master limited partnerships (MLPs) asset class to Canadian investors. The fund provides access to the asset class, involved in the energy infrastructure market (e.g. pipelines). These funds trade on the S&P/TSX Composite Index. Visit Understanding MLP Investing to learn more.
Check out our Income Funds below:
* as at February 28, 2011; net of distributions.
Front Street Capital has a well-earned reputation for providing investors with innovative closed-end offerings.
Craig Porter and Norm Lamarche co-manage our regular Flow-Through Limited Partnerships (our latest: Front Street Flow Through 2011-I LP). These limited partnership investments mature in 2 years, providing a 100% tax write-off in the first year, taking advantage of Federal programs targetted at encouraging mining exploration activities in Canada. Craig and Norm's track record and relationships in this sector put them in a great position to take advantage of tax-advantaged opportunities.
Recently, Front Street Capital has partnered with Dallas-based Steelpath to bring MLP ('Master Limited Partnerships') investment deals to the Canadian market. MLPs have been an increasingly popular asset class in the United States, largely focused on the attractive, income-generating energy-distribution sector. Please have a look at our MLP Investing Resource page for more information.
Our Corporate Class funds offer your clients the ability to switch between our best products - as their investment goals (and the markets) change - without fee or tax implications. Our Switchability products include: