OMEGA PREFERRED EQUITY FUND

Investment Objective

The fund’s investment objective is to generate high dividend income while protecting capital.

INVESTMENT STYLE AND STRATEGY

  • Portfolio consisting mainly of preferred shares of well-known Canadian companies.
  • Low correlation of preferred equities with equity markets.
  • Low volatility.
  • Tax-efficient distributions1 .
  • Bottom-up stock selection process, Growth at Reasonable Price (GARP) approach. Value added through security selection. Active trading around the core positions.