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Equity

Purpose Special Opportunities Fund

Overview
Portfolio Breakdown
Performance & Distributions
Documents

The purpose of this fund

  • 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, CIO

Purpose Investments

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.

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