The investment objective of the Veritas Canadian Equity Fund is to provide Unitholders with long term capital growth earning enhanced risk adjusted returns relative to the S&P TSX Composite Total Return Index.

To achieve the investment objective, the Fund will invest primarily in the securities of publicly traded Canadian companies, but may also invest in other securities. The Fund will invest in a concentrated portfolio of securities selected by the Portfolio Advisor based (in part) on the recommendations of Veritas Investment Research using fundamental analysis utilizing forensic accounting based principals. In constructing the investment portfolio of the Fund, the Portfolio Advisor will seek to minimize volatility.

Fundserv Details:                          

VAM 205- A CLASS VAM 201- F CLASS
Morningstar - quote.morningstar.ca Morningstar - quote.morningstar.ca
Globe Investor - theglobeandmail.com Globe Investor - theglobeandmail.com

 

 

 

Veritas Canadian Equity Fund Proxy Voting Information

Veritas Canadian Equity Fund Proxy Voting Records 2022-2023 
 

Meeting Date Name of Issuer Ticker CUSIP Identification of Voting Matter

Matters Proposed By
Issuer/Mgmt/another person or company

Voted
Yes/No
Vote  
For/Agains
August 28, 2022 Alimentation Couche-Tard Inc. ATD.CA 01626P304 1. Appointment of PWC as Auditors Board Yes For
        2. Election of Directors Board Yes For
        3. Executive Compensation Board Yes For
        4. Voting on special approving the proposed amendments to articles of incorporation Board Yes For
        5. Shareholder proposal No. 1 Shareholders Yes Against
        6. Shareholder proposal No. 2 Shareholders Yes Against
        7. Shareholder proposal No. 3 Shareholders Yes Against
        8. Shareholder proposal No. 4 Shareholders Yes Against


 

The investment objective of the Veritas Absolute Return Fund (the “Fund”) is to provide unit holders with consistent long-term capital appreciation and an attractive risk-adjusted rate of return.

The Fund will invest primarily in the securities of publicly traded Canadian companies that it identifies as mispriced. Long and short positions will be determined primarily based on recommendations provided by Veritas Investment Research Inc. (VIR) an affiliate of Veritas Asset Management (VAM). VAM may also invest in securities that are not formally covered by VIR.

The Fund will manage its long and short positions to reduce the impact of market volatility on the portfolio. The Veritas Absolute Return Fund is available to investors eligible to invest under a prospectus exemption such as accredited investors. Prospective investors should rely solely on the Fund’s offering memorandum, which outlines, among other things, the risk factors associated with the Fund.

Fundserv Details:                          

VAM 305 – A SERIES VAM 301 – F SERIES
Morningstar - quote.morningstar.ca Morningstar - quote.morningstar.ca
Globe Investor - theglobeandmail.com Globe Investor - theglobeandmail.com

 

 

 

Veritas Absolute Return Fund Proxy Voting Information

Veritas Absolute Return Fund Proxy Voting Records 2022-2023   
 

Meeting Date Name of Issuer Ticker CUSIP Identification of Voting Matter

Matters Proposed By
Issuer/Mgmt/another person or company

Voted
Yes/No
Vote 
For/Agains
July 14, 2022 MTY Food Group Inc. MTY.CA 55378N107 1. Election of Directors Board Yes For
        2. Appointment of PWC as Auditors Board Yes For
        3. Executive Compensation Board Yes For