Our Funds

Portfolio Manager

Front Street Global Opportunities Class

Fund manager:
Frank Mersch
Formerly the Front Street Global Opportunities Fund

The Front Street Global Opportunities Class will examine macro economic events that result in shifts in behaviour and supply and demand in the market in both traditional and new industries through the selection, management and strategic sector rotation and trading of global positions. The Fund will invest in companies with emerging technologies and new discoveries that improve and enhance operations, global equity, debt and derivative securities seeking long-term capital growth.

The Fund may have exposure to all sectors of the economy with the ability to focus its assets in specific industry sectors. The Fund will be global in nature and invest in small, medium and large-cap companies. The Fund is suitable for investors seeking long-term capital growth with a medium tolerance for risk and volatility, and a long-term investment horizon.

Value Added Monthly Index (VAMI) Since Inception

Value added monthly index chart

Returns 4.30.2013*

1 month Year-to-Date 1 year 3 year 5 year 10 year CAGR
0.7% 8.0% 16.7% n/a n/a n/a 9.7%

INVESTMENT HIGHLIGHTS:
• Global fund • Exposure to small, medium, and large-cap companies • Growth style • Strategic sector rotation • Proven Management expertise • Emerging technologies and new discoveries • Tax-exempt investment “switchability” • Daily liquidity and pricing • RRSP Eligible

INVESTMENT “SWITCHABILITY”:
Tax-exempt investment switching with other Front Street Mutual Funds Ltd. funds, allowing for changes to sector focus, without penalty.
Investment Switch-Compatible: Front Street Resource Class, Front Street Tactical Equity Class, Front Street Diversified Income Class, Front Street Growth Class, Front Street Special Opportunities Class, Front Street Growth & Income Class, Front Street Global Opportunities Class, Front Street Value Class, and Front Street Money Market Class.

View Portfolio

Sector Allocation

as at 3/31/2013

Top Ten Holdings

as at 3/31/2013; listed alphabetically

  • BAUER PERFORMANCE
  • CAE INC
  • CISCO SYSTEMS INC
  • DESCARTES SYSTEMS
  • QUALCOMM INC
  • REDKNEE SOLUTIONS
  • SIERRA WIRELESS
  • SOFTCHOICE CORP
  • SUPERIOR PLUS
  • VICWEST INC
View Fund Notes

INVESTMENT “SWITCHABILITY”:
Tax-exempt investment switching with other Front Street Mutual Funds Ltd. funds, allowing for changes to sector focus, without penalty.
Investment Switch-Compatible: Front Street Resource Class, Front Street Tactical Equity Class, Front Street Diversified Income Class, Front Street Growth Class, Front Street Global Opportunities Class, Front Street Growth & Income Class, Front Street Value Class, and Front Street Money Market Class.

View Performance

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