IA Clarington Sarbit U.S. Equity Fund

Finding Great Businesses

The Canadian equity market has disproportionate exposure to three sectors: Financials, Energy and Materials. The U.S. market, in contrast is more broadly diversified, and it has many more investment opportunities.

Larry Sarbit, Portfolio Manager of the IA Clarington Sarbit U.S. Equity Fund, follows a rigorous and research intensive process in an effort to find great companies at great prices.

The IA Clarington Sarbit U.S. Equity Fund

• Larry seeks to Invest in undervalued companies with a competitive advantage
• Focused exposure to the U.S. equity market - holds between 15-25 companies
• U.S. dollar denominated assets are hedged in order to reduce exchange rate volatility

Inception Date: 1/25/2000

Compound Annual Returns (%) as at 04/30/2012

"America has a vast ocean of extraordinary companies that don't exist north of the border and only during times of extreme pessimism do valuations become as attractive as they are now." Larry Sarbit (October 4, 2010)

Fund Page: IA Clarington Sarbit U.S Equity Fund
Portfolio Manager Profile: Larry Sarbit
Client Friendly One-Pager: Finding Great Businesses

Video Showcase: Larry Sarbit - BNN - May 2011

Bargains to be found in U.S. stocks, Sarbit says May 12, 2011
Fund manager offers four stocks to consider
Investment Executive article >>

Sarbit renews his love affair with U.S. stocks Apri. 19, 2011
A fund manager renowned for keeping a cash hoard sees opportunity south of the border
Globe and Mail article >>

Forget the futurists... Apri. 8, 2011
Coinstar is a cash machine
Globe and Mail article >>

Looking at stocks? Buy American- Sept. 28, 2010
Especially sour moods south of the border mean more opportunities for Canadian investors
Globe and Mail article >>