News Column

JC Clark's Preservation Trust Reaches 15-Year Milestone

June 7, 2014



By a News Reporter-Staff News Editor at Investment Weekly News -- JC Clark Ltd. ("JC Clark") is celebrating the 15th anniversary of its flagship Fund, the JC Clark Preservation Trust ("Preservation Trust"). The Preservation Trust, one of Canada's longest standing hedge funds, celebrates its 15th anniversary this month with a compounded annual return of 11.3% since inception. Since 1999, the Preservation Trust has delivered solid absolute returns with a low correlation to the broader market and has preserved capital during the most difficult equity markets. In 2008 and 2009, the Fund was the recipient of the Opportunistic Hedge Fund, and Best Directional Hedge Fund Award, respectively, at the Morningstar Canadian Investment Awards.

The Preservation Trust is a Long/Short Canadian focused equity strategy that invests in publicly traded North American securities. The Fund utilizes a value-based, bottom-up investment approach and stresses hands-on fundamental research. Security selection is the primary focus of the Managers, who seek to capitalize on various targeted investment themes and special situation opportunities.

"Our in depth fundamental research and focus on risk management has produced excellent long-term returns while mitigating volatility and protecting capital during the most difficult periods in the equity market" said Colin Stewart, JC Clark's Chief Executive Officer and Portfolio Manager. "High Net Worth and Institutional investors are increasingly seeking hedge fund strategies as a diversification tool and a source of uncorrelated returns. We continue to believe the Canadian Hedge Fund Industry will experience above average growth as investors search for new sources of alpha and are attracted by the appealing risk/reward characteristics of many hedge fund strategies."

Keywords for this news article include: Financial Services, Investment and Finance.

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Source: Investment Weekly News


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