Phillips Fortress US Equity Strategy

 

Overview

The objective of the Phillips Fortress US Equity Strategy is to provide long-term capital appreciation through investments in publically listed US Equities. The strategy uses a proprietary model that looks for buying opportunities in US companies that display both positive price momentum and fundamentally cheap valuations.

 

 

GROWTH OF $100,000 INVESTED SINCE NOVEMBER 10th,2009

 

 

 

Annual Compound Returns

3 Months

1 Year

2 Years

3 Years

Inception

Portfolio (Returns in US $)

-0.19

 -8.26 -4.01 3.30 10.20

Benchmark¹ (Return in US $)

 9.12 1.72 6.64 11.06 12.86
Portfolio (Returns in CAD $) -4.13 -4.14 5.13 11.38 12.73
           


Richardson Wealth Limited is a member of Canadian Investor Protection Fund. Richardson Wealth is a registered trademark of James Richardson & Sons, Limited used under license. Performance returns are as of May 31, 2016 and are based on an actual representative account. Please note that past performance is not necessarily an indicator of future performance. The indicated rates of return are gross of fees and/or commissions. Individual results of client portfolios may differ from that of the representative portfolio as fees may differ, and performance of specific accounts is based on specific account investiture. The noted representative portfolio may not be appropriate for all investors.

   

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