Purpose Tactical Hedged Equity Fund (PHE.TO)

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This fund aims for consistent, long-term capital appreciation and attractive risk-adjusted returns by investing in U.S.-listed equities. It actively seeks to reduce market volatility and maintain a low correlation with the broader U.S. equity markets through a tactical hedging strategy that manages overall market exposure. The fund employs a unique, proprietary methodology to identify strong-performing stocks, focusing on key attributes such as fundamental shifts, valuation, growth potential, and quality. This hedging is designed to capture the specific value (alpha) from individual portfolio investments while minimizing systemic market risk (beta). To further achieve its investment goals, the fund may utilize derivatives and can also engage in short selling or securities lending for additional income generation. The portfolio's holdings are reviewed, rebalanced, and reconstituted on a monthly basis.