Bedford Park
Opportunities Fund
Objective
The Bedford Park Opportunities Fund employs a bottom-up investment approach with a strong focus on return on equity and aims to identify companies which are attractively valued relative to their sustainable growth potential.
In addition, the fund seeks to enhance returns by actively trading its core positions and capitalizing on special situations as they arise. The fund’s principals have extensive experience and relationships across the capital markets in research, portfolio management, trading, investment banking, and private debt and have developed a disciplined and proprietary approach to identify and thoroughly research superior investment opportunities.
Our Approach
Focus
Exploit valuation dislocations using a disciplined strategy with a focus on underfollowed equities
Concentration
Invest in our best ideas without diluting through overdiversificaiton
Fund Size
Smaller fund size allows us to be nimble and establish meaningful positions in companies ignored by larger funds
Active Management
Aim to enhance returns through best execution and trading strategies
Fund Information
| Inception Date | September 2018 |
| Management Fee | 2% |
| Performance Fee | 20% |
| High-Water Mark | Perpetual |
| Lock-up Period | None |
| Prime Broker | BMO Capital Markets |
| Auditor | KPMG LLP |
| Legal Counsel | McMillan LLP |
| Fund Administrator | SGGG Fund Services |
