portfolio managerMichael Lee-Chin, B.Eng., LLD (Honorary)
Executive Chairman, Chief Executive Officer and Portfolio Manager
Mr. Lee-Chin has over 30 years of industry experience.More
portfolio managerDragos Berbecel, CFA, MBA
Dragos has 18 years of experience, both as an investment professional and a business executive.More
how the funds are managed
To achieve the investment objectives, the Manager will employ the following core techniques in respect of each Fund:
- focused investing in a limited number of long securities positions; and
- leverage by purchasing securities on margin.
The securities positions of Everest Fund and McKinley Fund are expected to be similar but may not be identical due to continuous market fluctuations, the volume and processing time related to purchases and redemptions and administrative efficiencies.
Value+ is also expected to invest in companies which are involved in or are expected to become the subject of activist investor initiatives.
ACCESS to PORTLAND HOLDINGS’ FAMILY OFFICE RESOURCES
As an investor in Portland Investment Counsel Inc.’s products, you will have access to the benefits of our family office resources, which means you will have the unique opportunity to invest in high quality offerings, alongside some of the world’s most successful institutions and affluent investors.
Access to an Enhanced Level of Income Generation
The Portland Advantage Plus Funds use low cost leverage to enhance the power of dividends. The Portland Advantage Plus Funds intends to focus on relatively higher yielding quality equity securities with a history of progressive dividend policies during normal market conditions.
While the Manager exercises prudence and due diligence throughout the investment process, no guarantees can be given to offset a risk of loss and investors should consult with their financial advisor prior to investing in the Fund.
The Manager believes the following risks are key to the Fund’s performance: leverage, interest rate changes, dividend yields, highly volatile markets and equity risk. Please read the “Risk Factors” section in the Offering Memorandum for a more detailed description of all the relevant risks.