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Our Fund
Who we are |
Dundee India launched its maiden India fund "The Dundee Liquidity Fund" on January 4th 1999 offering 24 hour redemption facility in Metros.
Dundee Canada launched its insured funds "Dynamic Protected Mutual Funds" in December 1998, guaranteeing investors return of principle invested.
Dundee offers funds under its own name as well as two prominent families of Dynamic Mutual Funds and Power Mutual Funds. Dundee Mutual Funds are available in India. Dundee Mutual Funds has two families of funds in Canada - The Dynamic family uses a value investment management style while the Power family has a growth and momentum style.
In Our Funds, you can read about our investment philosophies, fund managers, and even read the prospectus. Daily fund prices are also listed.
Keep informed about financial markets by reading our daily market summary. Learn about our fund managers' views in the market commentary.
The Investing Insights section can help you become a more informed investor. You will find articles about style diversification, locate a financial advisor, as well as other features.
In Explore the Possibilities the Performance Charting tool allows you to plot the performance of our funds.
Stay Connected to Dundee Mutual Funds by subscribing to various e-mail publications. You can also find a financial advisor and print material
Investment Philosophy Dundee operates with a disciplined, value-oriented investment philosophy encompassing an unyielding dedication to outstanding performance. Dundee's working environment is characterized by lateral thinking and a unique collegial atmosphere which allows for the anticipation of, and response to, new global investment patterns. As investment managers, we recognize four basic keys to superior performance - market knowledge, in-depth analysis, entrepreneurial instinct and sound management. It takes more than hard work to consistently identify undervalued securities and investments that represent growth opportunities. It takes highly honed research skills and sound analytical models coupled with professionals dedicated to increasing the accuracy of the investment screen. With today's global economy, identifying value also requires a thorough knowledge of economic and political trends, since international developments now can have an effect on every class of investment asset. We place a high priority on monitoring world events, economic performance and flows of capital, enabling us to effectively anticipate interest rate trends and changes in corporate behavior and performance. Fixed Income Anticipation of cyclical changes in interest rates characterizes our fixed-income investment approach. This strategy is enhanced by the continuous pursuit of various spread trading techniques to improve overall portfolio performance. We tend to emphasize Government Securities and the better quality segments of the bond market, but we constantly seek out undervalued opportunities in both the corporate and securitized or structured sectors. Globally, once we are permitted to invest overseas, to enhance liquidity and reduce market risks, we restrict our investments to securities issued by the highest quality borrowers. In both the domestic and global arenas, the primary objective of preserving capital is complemented by an attempt to achieve long-term growth of capital, while providing relatively high levels of current income. Where appropriate, hedging strategies are employed to offset expected negative results produced by adverse currency developments. Equity Sector In the equity sector, we take the traditional value approach. Our research thrust is the micro analysis of individual companies in order to identify intrinsically undervalued situations and potential growth opportunities that have not yet been recognized in the marketplace. In our equity portfolios, the discipline of setting buy and sell targets and constantly monitoring each security position has produced performance in our Canadian funds of which we are proud. When prospective investments fail to meet our strict research criteria, we allow cash reserves to accumulate. Because we take a highly disciplined approach to setting investment performance objectives and are geared to the longer term, we don't get swept away by the market euphoria. Rather, the patience and discipline essential to creating wealth extends to every part of our investment management process. |
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