Fund name
ARIA Global Equity Fund L.P.
Program

Traditional

Strategy

Global equity

Geographic focus

Global

Objective

The Fund’s objective is to reproduce and generate greater returns than the MSCI ACWI CAD index.

Approach

To achieve its investment objective, the Fund will use an investment philosophy based on four key investment criteria:

  • growth objective;
  • strong barrier to entry;
  • capable management; and
  • attractive valuation.

The Fund will invest in equity instruments such as listed common share, American Depositary Receipt (ADR) and Global Depositary Receipt (GDR). Any new positions are initially subject to a maximum weight of approximately 1% of the Portfolio in order to avoid excessive enthusiasm for a new investment thesis. The typical structure of the Fund will have between 35 and 55 securities in order to achieve optimal diversification.