Maxam Diversified Strategies Fund

Value with a catalyst.

The Maxam Diversified Strategies Fund is an event-driven and opportunistic fund focused on investing in catalyst driven and special situations. The fundamental objective of the Maxam Diversified Strategies Fund is to maximize long term investment returns.

Active.

Our portfolio of holdings is actively constructed from the bottom-up, without regard for the composition of an index or benchmark. We do not invest in securities just because they may have a large weight in an index or benchmark. We seek to invest in companies where we believe we have identified fundamental value, or hidden value, plus an associated catalyst or event that will unlock that value.

Opportunistic.

We search for investment opportunities in the less-crowded and inefficient areas of the market. Our smaller size affords us the ability and the advantage of investing in companies and situations where larger pools of capital cannot invest. Capital markets are dynamic and we aim to use market volatility to our advantage.

Flexible.

We have the latitude to employ a variety of investment strategies – both traditional and alternative. We primarily invest in North America and target opportunities across the capitalization spectrum. Some of the strategies we employ to generate returns and manage risk include, merger arbitrage, pair-trades, long and short positions.

The Maxam Diversified Strategies Fund aims to provide investors with exposure to:

  • truly active management: a value focused, event-driven strategy
  • company-specific events and special situations – return opportunities that are not dependent on strong markets
  • alternative investment strategies which provide diversification benefits relative to traditional fund strategies
  • opportunities in inefficient areas of the market that larger funds often ignore, or cannot invest in
  • aligned management: we are investors in the fund along side our investors – we are incented to both perform and protect

If you are interested in becoming an investor in the Maxam Diversified Strategies Fund we encourage you to consult a registered investment advisor. You can also view some additional information on our fund in the Investors section of our website, or you can contact us for more information.