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Investing With STYLUS

STYLUS offers a suite of Funds that are managed using a rules-based, disciplined process that we have been adhering to for over 20 years. Each of our Funds have their own distinct investment style, performance objective, and risk characteristics to meet our clients’ individual needs and goals. We apply an active and focused approach to managing our Funds that only invest in a select number of carefully researched holdings (between 25-35). Our goal is to achieve superior returns within each of these Funds without taking on high levels of risk. Our belief in this philosophy is so strong that our team are the largest investors in our Funds; making us true partners with our clients.

Our Funds

Learn more about our funds

Momentum Fund

Explosive growth and superior earnings expectations
Long-Term Performance as of September 30, 2017

The STYLUS Momentum Fund invests in a select group of Canadian companies whose recent earnings have demonstrated explosive growth with rising future expectations. The Momentum Fund has superior long-term return expectations with higher shorter-term volatility.

Download the Fund Fact Sheet

Growth Fund

Combines excellent growth with a measure of value
Long-Term Performance as of September 30, 2017

The STYLUS Growth Fund invests in profitable Canadian companies with a high rate of re-investment that trade at reasonable multiples of price to expected earnings. The Growth Fund has higher long-term return expectations with moderate shorter-term volatility.

Download the Fund Fact Sheet

Value with Income Fund

High dividend income with a lower risk profile
Long-Term Performance as of September 30, 2017

The STYLUS Value with Income Fund invests in a select group of Canadian companies with low valuations and strong profitability that support excellent dividend yields. The Value with Income Fund performs well in both up and down markets.

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Wealth Protection Fund

Steady returns and reliability in down markets
Long-Term Performance as of December 30, 2016

The STYLUS Wealth Protection Fund invests in a combination of Canadian equities that have stable and predictable earnings growth and fixed income investments. The Fund provides consistent returns with an emphasis on capital preservation and low volatility.

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U.S. Blended Equity Fund

Style-diversified and quality-focused portfolio
Long-Term Performance as of September 30, 2017

The STYLUS U.S. Blended Equity Fund provides the diversification benefits of combining two distinct investment styles, value and growth, in one portfolio. The U.S. Blended Equity Fund has strong return expectations with a moderate risk level.

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