Fund name
LionGuard Canadian Small Cap Equities Fund L.P.
Program

Traditional

Strategy

Small capitalization equity

Geographic focus

Canada

Objective

The Partnership’s investment objective fund is to achieve long-term growth of capital through disciplined investing in Canadian small capitalization equities.

Approach

The Partnership shall be managed using fundamental bottom up stock selection approach with strong emphasis on high quality companies with proven business models and strong management teams. In order to achieve the Partnership’s objective, the manager will employ a long only equity strategy with a focus on small capitalization companies listed on Canadian stock exchanges.

Fund name
LionGuard Conservative Fund L.P.
Program

Alternatif

Strategy

Long/Short

Geographic focus

North American

Objective

The Partnership’s investment objective is to generate capital growth by investing both long and short in equities of small and medium capitalization North American companies.

Approach

The Partnership will seek to achieve the objective using a low net market exposure and low correlation to financial markets. The Partnership will select long positions by a rigorous fundamental analysis, focusing on high return on capital, solid cash flows, a stable business model and competent management team. The short positions will be selected based on medium and large capitalization equities which have adverse business dynamics, such as a decreasing return on capital, negative cash flows, high leverage and valuation and/or a combination of these factors.