Corporate
Dynamic Mutual Funds is a leading Canadian investment company offering comprehensive investment services that cover the entire spectrum of choice, including mutual funds, tax advantage products and customized high net worth programs.Dynamic Funds was established in 1957 and pioneered professional investment management services in Canada in 1963. Today, Dynamic Funds provides an ever-larger number of products and services ranging from mutual funds, tax advantaged products and customized programs for high net worth individuals.
Products and Services
Dynamic Funds products can be broadly classified into a number of plans.The process involves a disciplined approach to managing risk, through active trade in fixed income securities to take advantage of movements in the level of bond yields and the level of both real yields and credit spreads. The fund manager’s views on interest rates, the credit cycle and general economic conditions sets out the asset allocation strategy.
The process involves purchase of a portfolio of securities trading for less than half of intrinsic value and try to earn around 50 % return in a couple of years. Normally a sale price is identified during analysis and when the stock is fully valued they are sold. It is a highly objective process, factoring in the short-term market and political or social forces, and focuses on bottom-up security selection.
The process involves the basic understanding that stocks represent ownership of a business and this perspective is reflected in a limited number of long-term investments in companies with a proven track record and better management teams. Over the long term, great companies tend to reward patient investors with excellent investment returns.
The process involves ability to meet possible contingencies after investing a certain minimum amount of money in well-researched securities.
The process involves generating long-term capital growth through well-diversified investments. This fund normally targets all developed global markets and its investments can sometimes balance an existing fixed income portfolio outside the program.
The process involves broad diversification across different asset classes, regions and investment management styles to control volatility. Such investments are sometimes structured like large pension funds that are oriented toward equities while maintaining certain conservative characteristics.
The process involves as guidelines, a model of asset allocation allowing advisors to build customized portfolios using the pools. This allows precise control over asset allocation, to meet individual client needs. To control volatility and provide steady returns over time, model portfolios are diversified across different types of assets.
The process involves identification of wrongly priced securities with the fund manager acquiring shares in unpopular but fundamentally sound securities at deep discounts. The stock is sold only when it is fully valued.
The other Dynamic Funds are:
