Trapeze Capital Corp. Investment Alternatives for Canadian Investors


Separately Managed Accounts \| Management Fees \| Historical Performance

Separately Managed Accounts

Growth Accounts

TCC’s Growth accounts are portfolios for clients whose primary long-term objective is capital appreciation. These growth accounts are diversified portfolios that invest primarily in undervalued equity securities of small, medium and large capitalized public companies from an array of industries. TCC manages accounts with growth objectives based on three model portfolios: Long/Short, Long-Only, and RSP.

Long/Short Accounts
TCC’s Long/Short accounts invest “long” in undervalued securities and include a fluctuating percentage of overvalued equities sold short that we believe will decline in price. A short sale is a sale of a security not owned but borrowed from an existing holder and subsequently replaced when it is purchased, hopefully at a lower price. The Long/Short accounts are constantly net long and the total short positions typically do not exceed 40% of the portfolio value. Short selling may be used for the purpose of making a profit and for hedging purposes. A portfolio which includes short sales can reduce overall risk since they can provide a hedge for the securities held long and reduce the portfolio’s exposure to a declining stock market.

Long-Only Accounts
TCC’s Long-Only accounts are invested primarily in equities and equity-related securities without any short sales.

RRSP Accounts
These long-only accounts are managed for non-taxable clients (RSPs, RIFs, foundations and pension funds) in compliance with applicable investment restrictions.

See also:

Income Accounts

Balanced Accounts

Trapeze Capital Corp.