| |
|
|
|
|
 |
|
Dynamic Aurion Funds |
Investment Team |
|
|
Dynamic Aurion Tactical Balanced Class The Dynamic Aurion Tactical Balanced Fund seeks to acheive a balance of income and long-term growth by investing in fixed income and equity securities. The fund has a broad latitude in the allocation to equities and fixed income with maximum and minimum limits of 70% and 30% respectively. Aurion Capital seeks returns from managing the mix and in selecting equities and fixed income securities. Tactical Balanced Class Overview (dynamic.ca) Dynamic Aurion Canadian Equity Class The Dynamic Aurion Canadian Equity Fund brings the risk managed institutional approach to all investors. The Fund provides investors with an equity portfolio generally invested in Canadian large cap securities with a growth bias. The portfolio is constructed with market like risk and valuation characteristics and superior earnings fundamentals, with an overlay of active trading to capture short-term pricing anomalies. Canadian Equity Class Overview (dynamic.ca) Dynamic Aurion Total Return Bond Fund The Dynamic Aurion Total Return Bond Fund has the ability to invest in multiple sectors of the bond market consisting of government, corporate, real return, high yield and foreign bonds. In addition, the Fund will look to generate superior risk adjusted total returns through both capital gains and interest income with institutional level risk controls. Aurion will develop a 1 – 3 month view on interest rates and the shape of the yield curve and position the portfolio accordingly. The manager will then tactically trade around positions to seek additional growth through capital gains in the bond market. The Fund also has the ability to hedge both interest rate risk and credit risk to significantly lower volatility. Dynamic Aurion Total Return Bond Fund (dynamic.ca)
|
Bob Decker |
|
| |
©
Aurion Capital Management. All rights reserved. Design by Maxmedia
Design Group
|