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
Managed by -
Greg Taylor is the Chief Investment Officer of Purpose Investments. A data-driven manager with a focus on managing risk through active-trading strategies, Greg specializes in finding and exploiting pockets of volatility in the market to drive returns. He spent more than 15 years managing pension and mutual fund assets at Aurion Capital Management.