Our institutional clients use both pooled and segregated accounts. The pools that are available for institutional client investors are:
A money market fund is also available.
The BonaVista International Equity Fund is managed by Sprucegrove Investment Management and is available only in combination with other pools or segregated accounts to form part of a balanced investment portfolio.
Segregated funds are often used in circumstances where there is a specific mandate requested that is not fulfilled by one of our pooled funds. We have experience managing across a number of mandates including: defined asset categories (large or small cap); special investment characteristics (dividend restrictions) or an ethical focus.
In addition to investment management, we provide full customer service that includes on-site investment presentations, quarterly updates that report on investment performance, strategy, proxy voting and compliance.