About Us
We have been investing in the North American stock market for over 10 years and formalized our experience with the launch of the MV Performance Fund in 2014. The name of the fund was inspired by one of the more successful investing strategies that we track as well as from a fundamental equation as a tribute to our earlier engineering days. Namely, Momentum = mass x velocity or mv. This drives our focus to give Momentum For Your Money.
Our firm manages capital on behalf of corporations, family offices, and high-net-worth individuals with a focus on both US and Canadian equity markets. Our historic performance of managing investors' money has returned about 10% annually.
By combining our fundamental research and our proprietary trading indicators we have been able to outperform major stock indices such as the S&P TSX since inception.
- * As of Dec 31, 2017
- MV Performance Fund (MVPF) was launched on October 22, 2014
- Returns 2011 - 2014 are from the management of investors’ money prior to the launch of MVPF using the same portfolio manager and strategies outlined
- Past returns are not indicative of future results
- * As of Dec 31, 2017
- MV Performance Fund (MVPF) was launched on October 22, 2014
- Returns 2011 - 2014 are from the management of investors’ money prior to the launch of MVPF using the same portfolio manager and strategies outlined
- Past returns are not indicative of future results