ABOUT the fund.
Growth. Quality. Momentum. Shareholder Yield.
The i2i Long/Short US Equity Fund is a bottom-up, fundamental focused fund that aims to own companies exhibiting some or all of the four above-mentioned characteristics.
We strive to be different and offer an exposure that looks nothing like the indices with a focus on the small and mid-cap US equity space, a space we think is often overlooked by Canadians. This space is rich with fast-growing, high-quality companies that most have probably never heard of.
We don’t want to own the ‘large-cap usual suspects’. You don’t need us for that. Our focus is on the deeper and more overlooked small and mid-cap area of investing.
how We’re different.
unique exposure and concentration
The fund owns a unique cross section of stocks in the small and mid-cap US equity market across a number of sectors. We would expect to have very little overlap with other funds and are not afraid to look different from the herd. We target 20 to 35 holdings, averaging around 2.5 % to 5% for single positions but are happy to let winners run to larger weights.
flexibility
We have the flexibility to go long and short in order to take advantage of opportunities as they appear. While we focus on US small and mid-caps, we do also have an ability to invest internationally. In addition to ‘portfolio flexibility’, we also have mental flexibility. We are humble, able to see when something isn’t working and change course. We don’t fall in love with individual names and aren’t afraid to move on to better opportunities as they arise.
U.S.-first focus
From launch, the focus for i2i has been to take advantage of the plentiful opportunities in the US small and mid-cap space, which in our view has been an underserved niche for Canadian investors. We are not a blend of geographies, nor did we shift to this area because we ‘ran out of ideas’ elsewhere. This is an opportunity set we have been attacking with intention since day one.
Experience
We are a team of seasoned professionals with experience that is hard to match, we are entrepreneurs that have built businesses and understand how real companies actually operate outside of a spreadsheet, and we are always trying to learn, improve, and adapt alongside the markets.
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