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 |
2023 Performance Sheets | |
---|---|
August 2023 | Veritas Canadian Equity Fund - August 2023 |
July 2023 | Veritas Canadian Equity Fund - July 2023 |
June 2023 | Veritas Canadian Equity Fund - June 2023 |
May 2023 | Veritas Canadian Equity Fund - May 2023 |
April 2023 | Veritas Canadian Equity Fund - April 2023 |
March 2023 | Veritas Canadian Equity Fund - March 2023 |
February 2023 | Veritas Canadian Equity Fund - February 2023 |
January 2023 | Veritas Canadian Equity Fund - January 2023 |
Regulatory Documents
Financial Statements
Management Reports of Fund Performance
Veritas Canadian Equity Fund Proxy Voting Information
Veritas Canadian Equity Fund Proxy Voting Records 2021
Veritas Canadian Equity Fund Proxy Voting Records 2021 - 2022
Veritas Canadian Equity Fund Proxy Voting Records 2022 - 2023
Veritas Canadian Equity Fund Proxy Voting Records 2023 - 2024
Meeting Date | Name of Issuer | Ticker | CUSIP | Identification of Voting Matter | Matters Proposed By |
Voted Yes/No |
Vote For/Against |
|
August 1, 2023 | Neighbourly Pharmacy Inc. | NBLY.TO | 64016L101 | 1. Election of Directors | Board | Yes | For | |
2. Appointment of EY as Auditors | Board | Yes | For | |||||
3. Renewal of the Omnibus long-term incentive plan | Board | Yes | For | |||||
September 7, 2023 | Alimentation Couche-Tard Inc. | ATD.TO | 01626P148 | 1. Appointment of PWC as Auditors | Board | Yes | For | |
2. Election of Directors | Board | Yes | For | |||||
3. Executive Compensation | Board | Yes | For | |||||
September 13, 2023 | Dorian LPG | LPG | Y2106R110 | 1. Election of Directors | Board | Yes | For | |
2. Appointment of Deloitte as Auditors | Board | Yes | For | |||||
3. Executive Compensation | Board | Yes | For |
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.
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 |
2023 Performance Sheets | |
---|---|
August 2023 | Veritas Absolute Return Fund - August 2023 |
July 2023 | Veritas Absolute Return Fund - July 2023 |
June 2023 | Veritas Absolute Return Fund - June 2023 |
May 2023 | Veritas Absolute Return Fund - May 2023 |
April 2023 | Veritas Absolute Return Fund - April 2023 |
March 2023 | Veritas Absolute Return Fund - March 2023 |
February 2023 | Veritas Absolute Return Fund - February 2023 |
January 2023 | Veritas Absolute Return Fund - January 2023 |
Regulatory Documents
Financial Statements
Management Reports of Fund Performance
Veritas Absolute Return Fund Proxy Voting Information
Veritas Proxy Voting Policy
Veritas Absolute Return Fund Proxy Voting Records 2021
Veritas Absolute Return Fund Proxy Voting Records 2021 - 2022
Veritas Absolute Return Fund Proxy Voting Records 2022 - 2023
Veritas Absolute Return Fund Proxy Voting Records 2023 - 2024
Meeting Date | Name of Issuer | Ticker | CUSIP | Identification of Voting Matter | Matters Proposed By |
Voted Yes/No |
Vote For/Against |
|
August 1, 2023 | Neighbourly Pharmacy Inc. | NBLY.TO | 64016L101 | 1. Election of Directors | Board | Yes | For | |
2. Appointment of EY as Auditors | Board | Yes | For | |||||
3. Renewal of the Omnibus long-term incentive plan | Board | Yes | For | |||||
September 7, 2023 | Alimentation Couche-Tard Inc. | ATD.TO | 01626P148 | 1. Appointment of PWC as Auditors | Board | Yes | For | |
2. Election of Directors | Board | Yes | For | |||||
3. Executive Compensation | Board | Yes | For | |||||
September 13, 2023 | Dorian LPG | LPG | Y2106R110 | 1. Election of Directors | Board | Yes | For | |
2. Appointment of Deloitte as Auditors | Board | Yes | For | |||||
3. Executive Compensation | Board | Yes | For |