Our Funds

Portfolio Manager

Front Street Special Opportunities Class

Fund manager:
Norm Lamarche
Formerly the Front Street Special Opportunities Canadian Fund

Objective: Strong performance through an aggressive strategy, investing in Canadian equities and securities, companies that offer strong growth prospects and an opportunity for superior returns.

Performance is also derived by using alternative investment strategies including event-related special-situation investing, companies undergoing or undertaking tenders, mergers and acquisitions, liquidations, spin-offs and recapitalizations.

Diversification is achieved through individual company selection rather than a sector-weighted approach, and may engage in a large weighting in a single sector to achieve a rate of return.

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
-7.4% -13.0% -18.0% -10.9% -1.3% 16.3% 17.6%
View Portfolio

Sector Allocation

as at 3/31/2013

Top Ten Holdings

as at 3/31/2013; listed alphabetically

  • AUGUSTA RESOURCE
  • BANKERS PETROLEUM
  • BONTERRA ENERGY CORP
  • CREW ENERGY
  • CROCOTTA ENERGY INC
  • IROC ENERGY SERVICES
  • LUNDIN MINING CORP
  • PAREX RESOURCES
  • RMP ENERGY INC
  • TWIN BUTTE ENERGY
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

* Performance and NAV information provided is unaudited, and net of all fees and expenses.
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