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Equity

Purpose Special Opportunities Fund

The purpose of this fund

A high-conviction equity fund combining 100+ years’ of investing experience selecting Purpose’s best picks across all sectors and cap sizes.

  • Concentrated portfolio of 40-50 securities of Purpose's best equity ideas across all sectors and cap sizes
  • Built by Purpose’s portfolio management team with a combined 100+ years' experience, including sector specialists in niche industries
  • Active management applies bottom-up analysis to find securities mispriced from their fundamental valuations, with preference for growth-oriented opportunities
  • Tax-efficient returns from its corporate class structure
Greg Taylor, CFA

Managed by -

Greg Taylor, CFA, CIO

Purpose Investments

FUND DETAILS

YIELD

N/A

MGMT FEE

NAV

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