Arrow Global Advantage

Fund Strategy 

The Fund seeks to provide capital appreciation through active management of opportunities in global equity, debt, commodity and foreign exchange markets.

Investment Process

Opportunistic Approach

  • Not benchmark constrained
  • Long and short

Managed Risk Taking

  • Low to moderate concentration
  • Low to moderate leverage
  • Respectful of markets

Investor Profile

  • Investors looking for capital appreciation through active investing and trading opportunities.

  • Investors looking for generally low levels of correlation and volatility as compared to traditional equity indices.

  • Investors looking for absolute return strategies.

Portfolio Manager Videos

Video: 
A Brief Update on GDP: Featuring Jim McGovern from Arrow Capital

May 4, 2020

Video: 
A Brief Update on Volatility: Featuring Jim McGovern

April 14, 2020

Video: 
A Brief Update on Credit: Featuring Jim McGovern from Arrow Capital

April 8, 2020

Monthly/Quarterly Commentaries

Q1 2020
Q4 2019
Q3 2019
 

 

Portfolio Managers

Jim McGovern
Portfolio Manager

Ahson Mirza, CFA
Portfolio Manager

Ted Whitehead, CFA
Senior Portfolio Manager

How to Invest

Alternative Solutions

Fund Overview

Fund Overview: 

Fund Overview

Fund Performance

Fund Performance: 
Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2020 0.82 1.12 1.12 0.38 0.26 0.14 3.90
2019 -0.93 -1.49 0.33 -1.18 0.94 0.77 -0.78 2.28 -1.51 -0.12 -0.90 1.27 -1.39
2018 1.04 -0.19 -0.58 0.05 0.82 -1.14 -1.31 0.58 -0.42 1.65 0.28 2.77 3.53
2017 0.91 0.91 -0.69 0.93 0.47 -1.92 0.14 0.01 1.92 2.23 0.51 0.76 6.30
2016 0.63 4.66 0.18 3.56 0.43 1.73 -0.23 -2.34 2.41 -1.00 -1.09 1.75 10.99
2015 0.86 4.20 -0.33 -0.92 4.53 -1.19 -0.70 1.17 -1.48 1.88 -0.57 1.45 9.05

Growth of $100,000

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Risk Bar Description: 
Risk Rating

Portfolio Details

Fund Codes
A Class: AHP 470
F Class: AHP 478
U Class: AHP 477 (USD)
G Class: AHP 475 (USD)

Management Fee
A/U Class: 1.95%
F/G Class: 0.95%

Performance Fee
15%

Hurdle Rate
5%

Purchases
Weekly

Liquidity
Monthly with 10 business days notice

Prime Broker
Scotia Capital

Auditor
Grant Thornton

Administrator
RBC Investor & Treasury Services

^ Minimum Investment for accredited investors is $25,000
^ Minimum Investment for non-accredited corporate purchases is $150,000

 

Effective January 1, 2019, the fund was renamed Arrow Global Advantage Fund.

Source: Arrow Capital Management Inc./Morningstar, 2019

On January 1, 2015, this fund was renamed Arrow Global Growth Fund and James McGovern was appointed as the sole portfolio manager. Prior to January 1, 2015, the fund was managed by different teams with substantially different investment parameters. For a complete history of this fund, including returns, please contact Arrow Capital Management Inc. Unless otherwise stipulated returns are net of all fees, in Canadian dollars, reflect class “F” units and assume reinvestment of all distributions.

This document is not to be construed as a public offering of securities in any jurisdiction in Canada. The offering of units of the Fund is made pursuant to the Offering Memorandum only to those investors in all jurisdictions of Canada who meet certain eligibility of minimum purchase requirements. Important information about Arrow Funds, including statement of each fund’s fundamental investment objective, is contained in their respective offering memorandum, a copy of which may be obtained from Arrow Capital Management Inc. Please read the applicable offering memorandum carefully before investing.

The information and materials in this document are for informational purposes only. They are not intended as investment, financial or other advice. The information included in this document is not an offer to sell. While the information and material in this document are believed to be accurate at the time they are prepared, Arrow Capital Management Inc. (and its affiliates, subsidiaries or sub-advisors) cannot give any assurance that they are accurate, complete or current at all times. Past returns are not necessarily indicative of future performance. Actual results will vary.