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Turtle Creek Equity Fund

Fund Description

Turtle Creek Equity Fund invests in a focused portfolio of TSX-listed, non-natural resource companies. The Fund attempts to deliver attractive risk-adjusted returns over the long-term. The Fund is a continuation of the fund managed by Turtle Creek Asset Management’s Partners since 1998.

Strategy and Approach

The Manager utilizes a private equity approach to invest in public companies through the application of deep company research and shareholder involvement.

Sectors Excluded Primary Natural Resources
Average Market Cap Approximately $750 million
Number of Holdings Approximately 25 Companies
Legal Status Open-ended Mutual Fund Trust
Custodian/Prime Broker Scotia Capital
Legal Counsel Borden, Ladner & Gervais
Auditor KPMG
FundSERV Codes TUR160 Class F | TUR150 Class A

 

For more information on the Turtle Creek Equity Fund please contact us at +1.416.363.7400 or turtle@turtlecreek.ca