Libertas Real Asset Opportunities Fund
Libertas is targeting to provide returns to investors in the event that there was a decline in the Canadian housing market, based on the thesis that Canada has one of the most overvalued housing markets in the world and is due for a correction. The Fund uses fundamental top-down macroeconomic analysis combined with detailed bottom-up fundamental analysis and due diligence to determine individual securities that best express the Fund’s macroeconomic investment theme. In order to achieve the foregoing, the Fund’s positioning of the portfolio tends to be short-biased.
Why Invest?
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Belief in investment thesis: Canada has one of the most overvalued housing markets in the world and the Canadian economy is over-reliant on debt growth and the housing market.
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Interested in participating in an aggressive short-biased strategy that targets to capture significant downside moves in the equity markets.
- One of the few strategies of its kind available in Canada.
- Suitable for investors seeking protection from long-term bear markets who can tolerate high risk.
Fund Details
XA: SPA752 | XF: SPA762 | USXA: SPA754 | USXF: SPA764
(accredited investors only)
| Class | |
| A: | $25,000 |
| F: | $25,000 |
| XA | USXA: | $5,000,000 |
| XF | USXF: | $5,000,000 |
| Class | |
| A: | 2.25% |
| F: | 1.25% |
| XA | USXA: | 2.00% |
| XF | USXF: | 1.00% |
XA | XF | USXA | USXF: 4% if held less than 1 year
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