To whom is the Rivemont Long/Short Fund appropriate for?

Units of the Fund are available under exemptions from the prospectus requirements in accordance with the National Instrument 45-106 Prospectus and Registration Exemptions and are, therefore, only available to qualified investors.

The Rivemont Long Short Fund is an alternative fund that aims to offer investors positive returns in all market conditions while maintaining a low correlation with traditional asset classes such as stocks and bonds. The Fund is available to Rivemont clients and investors through their advisor or broker.

The Fund’s holdings include equity securities traded on U.S. and Canadian markets. The Fund is long/short, meaning that the manager buys (long positions) securities of companies with upside potential, and sells short (short positions) securities of companies with downside potential.

The Fund is particularly well-suited to affluent clients seeking to diversify their portfolios in an investment with the potential for positive returns in bear markets. By allocating to the Fund for a diversified or equity portfolio, the portfolio can potentially outperform over time, while being better able to weather periods of market stress and crisis.

The Fund is readily available to external advisors and brokers via the Fundserv platform.