Front Street Capital and Your Clients
In a world of cookie-cutter investment offerings, you undoubtedly have clients seeking distinct products and a deeper level of craftsmanship. At Front Street Capital we have focused on three key investment areas and developed offerings that can play vital roles in your clients' portfolios. Explore the tabs below to learn more, and 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 Small Cap Fund mandates provide the latitude to shift the portfolio towards whatever sector and global regions provide the best opportunities for growth. They are both relatively concentrated funds and both invest primarily in publicly traded securities; the Small Cap Fund focusses more on emerging companies, and will also invest in private equity opportunities. The Front Street Special Opportunities Canadian Fund invests in many of the same themes, but leans more towards aggressive early stage opportunities. The fund enjoys 5-star rating from both GlobeFund and Morningstar and has provided investors with a time-tested 28% annual growth since inception in 1990.*
Craig Porter's Front Street Resource Fund focuses on established, intermediate resource companies that provide comparatively more growth potential than the typical large-cap resource equities found in most Canadian equity mutual fund offerings. Craig focuses on companies that can add value through exploration, and that can benefit from emerging mining technologies. The fund has seen 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 Canadian Equity Fund is the most diversified and balanced of Front Street's growth-oriented offerings, reflecting a wider view of the Canadian economy, and even holding income-generating positions. The fund has generated a 27.8% annual growth rate since it's inception.* For accredited investors, Frank also manages the Front Street Canadian Hedge Fund, our premiere hedge offering.
* as at February 28, 2011. † Click here to download more information on Frank Mersch's track record.
When Front Street Capital decided to create its first low-risk, income-focused offering, we were not satisfied with the traditional offerings in this class of products. Eric Dzuba and Prakash Hariharan have managed to create a unique product in the Front Street Diversified Income Fund, which we think of as "low-risk, done smart". While delivering regular income and low volatility, the fund has also managed 9.6% annual growth since inception, earning it both a Fundgrade A as well as a 5-star Morningstar rating.* Both co-managers bring a unique mix of dynamic thinking coupled with conservative discipline to their craft, providing clients an opportunity to add a progressive, income-generating, low-volatility position to their portfolio.
* 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: