(July 14 – 09:35 ET) – Georgian Capital Partners is adding four new mutual funds to its existing lineup of pooled funds.
The Georgian Global 24 Fund aims for long-term capital appreciation by investing in a diversified portfolio of up to 24 companies, which are leaders in their respective industries.
The Northern 24 Fund will invest in up to 24 companies operating in a number of different industry sectors in Canada, providing investors with a reasonable degree of diversification.
The Georgian Global Financial Services Fund intends to achieve long-term capital appreciation by investing in up to 24 companies across the various sectors of the financial services industry, including banks, finance companies, investment banks, asset managers, and insurers.
The Georgian Bond Fund will invest in Canadian government and corporate bonds.
Georgian Capital was formed last August by a partnership of a renowned fund manager and a renowned financial services stock analyst. Jonathan Wellum, was president of AIC Ltd. running a number of top funds there. He still manages the AIC Diversified Canada Fund and the AIC American Advantage Fund. Mark Maxwell was a perennially top-ranked bank analyst, first at Gordon Capital and then CIBC Wood Gundy.