Arrow Global Opportunities Alternative Class


Fund Strategy

The investment objective of the Fund is to achieve superior capital appreciation over both short and long term horizons primarily through the selection and management of long and short positions in Global equity securities and equity derivative securities.


Investment Process

The Fund invests in companies with proven management ability, well-defined growth strategies and distinct competitive advantages. Management also looks for event-driven trading opportunities to augment returns. The manager has the flexibility to vary market exposure to mitigate risk


Investor Profile

  • Investors looking for capital appreciation through active management of an equity portfolio.
  • Investors looking to invest in companies with proven management teams, strong cash flows and earnings growth.
  • Investors who wish their portfolios to respond to varying market conditions.
  • Investors able to accept a moderate level of risk.

Commentaries

 

Portfolio Managers

Portfolio Manager

Growth of $1,000

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Risk Bar Description: 
Risk Rating

Portfolio Details

Fund Codes
Class A: AHP 2700
Class F: AHP 2710
Class I: AHP 2720


Minimum Investment
$1,000


Management Fee
Series A: 1.95%
Series F: 0.95%
Series I: Negotiable with and paid diretly by Series I investor


Performance Fee
15%


Hurdle Rate
5%

Investment Advisor

Arrow Capital Management


Liquidity
Daily


Custodian
CIBC World Markets Inc.


Auditor
PricewaterhouseCoopers


Administrator
RBC Investor & Treasury Services

 

Fund inception date is June 30, 2020.

Prior to September 30, 2021, the Fund was named Arrow Global Opportunities Class (“AGOC”). The Fund distributed to investors on a prospectus-exempt basis in accordance with National Instrument 45-106 and was not a reporting issuer between June 30, 2020 and January 10, 2022. The expenses of AGOC would have been higher during such period had the Fund been subject to the additional regulatory requirements applicable to a reporting issuer. Financial statements of AGOC are posted on Arrow’s website and are available to investors upon request

Exemptive relief was granted by the Ontario Securities Commission on November 21, 2021 to permit the Fund to use performance prior to the Fund becoming a reporting issuer.

Commissions, trailing commissions, management fees and expenses all may be associated with the Arrow Global Opportunities Alternative Class. Please read the simplified prospectus and Fund Facts carefully before investing. Arrow Global Opportunities Alternative Class is not insured or guaranteed by Canada Deposit Insurance Corporation (CDIC) or any other insurer. The Fund is subject to risks of loss of capital and income and their values change frequently. Past performance may not be repeated.