Wolverine Management - Wolverine Opportunity Fund

By: Wolverine Asset Management  09-12-2011
Keywords: natural resources, investment strategy

Wolverine Opportunity Fund

Fund Strategy

Our flagship investment fund, the Wolverine Opportunity Fund, is a fundamental small cap long/short equity fund concentrated in natural resources The Fund’s objective is to maximize risk-adjusted returns. The investment strategy is to focus on companies with market capitalizations less than $3 billion. The Fund’s strategy is to employ a combination of top-down (macroeconomic) and bottom up (company specific) approaches. The top-down view drives the overall investment strategy resulting in optimal sector allocation. The bottom-up approach allows us to deploy the investment strategy through specific stock selection. We employ a quantitative based fundamental value approach driven by an independent valuation of natural resource assets in the public domain. This Fund is for investors who want to create capital wealth by gaining access to emerging market consumer demand through investments in natural resource equities in the stable environment of the Toronto Stock Exchange.

The information in this article was current at 06 Dec 2011

Keywords: investment strategy, natural resources

Contact Wolverine Asset Management


Print this page

Other products and services from Wolverine Asset Management


Wolverine Management - Fund Subscription Information

Management Fees A class: 2.50%, 1.25% trailer F class: 1.25. Baldwin Anka Sennecke Halman LLP.