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Brandon Snow's picture
Submitted by Brandon Snow on

I can’t offer specifics on the weightings because they change depending on where the opportunities are, but I can confirm a few things:

1) 50% of the portfolio has to be allocated in Canada. The balance can be anywhere.

2) The portfolio will always consist mainly of small and mid-cap holdings. These would be names with a market cap under $10 billion, which is a global mid-cap threshold rather than a Canadian one.

3) We like to maintain a high level of liquidity on 50% of the portfolio; we want to be able to increase our cash to 50% within a week (assuming we are 20% of average daily volume).


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