The fund seeks to provide capital appreciation by investing tactically, primarily in equity securities of large-capitalization U.S. companies and select Canadian companies. HBTA is designed to best encapsulate the Humilis' long-term fundamental opinions, themes, and positioning with respect to equity markets, sectors, and industries, and is constructed in such a manner to provide investors with core long-term equity holdings of high quality brand-named companies in both the U.S. and Canada. The Portfolio Manager utilizes a strategy that combines top-down discipline with bottom-up fundamental research to identify stocks that may represent superior risk/rewards opportunities.
Commissions, management fees, and expenses all may be associated with investing in ETFs. Investment objectives, risks, fees, expenses, and other important information are contained in the prospectus; please read it before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.
This material is for informational purposes only. This material is not intended to be relied upon as research, investment, or tax advice and is not an implied or express recommendation, offer or solicitation to buy or sell any security or to adopt any particular investment or portfolio strategy. Any views and opinions expressed do not take into account the particular investment objectives, needs, restrictions and circumstances of a specific investor and, thus, should not be used as the basis of any specific investment recommendation. Investors should consult a financial and/or tax advisor for financial and/or tax information applicable to their specific situation.
All ETFs, including those that seek to track an index are subject to risk, including the possible loss of principal. Diversification does not ensure a profit or protect against a loss in a declining market. While the LongPoint ETFs are designed to be as diversified as the original indices they seek to track and may provide greater diversification than an individual investor may achieve independently, any given ETF may not be a diversified investment.
The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns.
All monetary figures are expressed in Canadian dollars unless otherwise noted.
All data contained herein is provided “as is” and LongPoint makes no representation or warranty of any kind, either express or implied, with respect to such data, the timeliness thereof, the results to be obtained by the use thereof or any other matter. LongPoint expressly disclaims any and all implied warranties, including without limitation, warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose.