NCM Kipling Funds at 2023 Canadian Hedge Fund Awards

October 18, 2023 4:56 PM EDT | Source: NCM Asset Management Ltd.

Toronto, Ontario--(Newsfile Corp. - October 18, 2023) - NCM Investments is pleased to announce that the NCM Kipling Global Enhanced Growth Fund was awarded second place for Best 1-Year Return at the 2023 Canadian Hedge Fund Awards held in Toronto last night.

The NCM Kipling Funds were nominated for a total of seven awards. Kipling Strategic Income in the Credit Focused category:

  • Best 5 Year Return
  • Best 3 Year Sharpe Ratio
  • Best 5 Year Sharpe Ratio

Kipling Global Enhanced Dividend in the Equity Focused category:

  • Best 5 Year Sharpe Ratio

Kipling Global Enhanced Growth in the Equity Focused category:

  • Best 1 Year Return - SECOND PLACE WINNER
  • Best 5 Year Return
  • Best 5 Year Sharpe Ratio

Alex Sasso, CEO of NCM said, "I am incredibly proud of the entire Kipling investment team. This achievement is a reflection of our ongoing commitment to supporting advisors and showcases our proven and repeatable investment methodology."

A total of 233 unique hedge funds were considered for a 2023 Canadian Hedge Fund Award. The annual awards are a quantitative measure, based on performance data to June 30th that was provided to and tabulated by Fundata Canada.

Wan Kim, Senior Vice President, National Sales & Marketing at NCM said, "Investors and advisors are always looking for strong alternatives to complement their portfolios while managing risk, and all three NCM Kipling Funds are an ideal fit for the task."

Kipling Strategic Income is a fixed income 130/30 alternative fund. This structure enables the fund to seek yield, pursue returns and manage risk. This fund provides a steady stream of income through fixed income investing. It focuses on capital preservation while mitigating risk exposure from both an interest rate risk and credit risk perspective.

Kipling Global Enhanced Dividend is a global equity 130/30 alternative fund. This structure enables the fund to hedge risk and potentially reduce downside volatility. This fund focuses on dividend growth, profitability and balance sheet flexibility, emphasizing cash flows to shareholders. It offers geographic and sector diversification beyond the domestic market in areas such as Technology, Health Care, Industrials, and Consumer Discretionary.

Kipling Global Enhanced Growth is a global equity 130/30 alternative fund. This structure enables the fund to achieve high active share which is correlated with performance outcomes. Exposure to the world's largest, most diverse, and most liquid equity markets. Emphasizes high growth sectors, such as healthcare and technology. Focuses on companies that can reinvest in opportunities with high rates of return.

About NCM Investments

NCM is made for advice. We are an award-winning independent investment manager with an extensive range of actively-managed mutual funds and alternative investments that complement mainstream funds and ETFs. We've been solving the issues facing financial advisors and their clients since 1999 and offer perspectives on topics like performance, fees and risk that might surprise you. We believe that a little creativity can go a long way towards helping Canadians achieve their financial goals, and we work closely with financial advisors who agree.

For more information:
NCM Investments
Attention: Wan Kim, Senior Vice President, National Sales & Marketing
Toll Free: (877) 431-1407
Email: wan.kim@ncminvestments.com

The Kipling Funds are only available for sale to investors who meet the definition of "accredited investor" as set forth in National Instrument 45- 106 Prospectus and Registration Exemptions, or non-individuals who will be investing a minimum of $150,000. Please contact us or consult the offering documents to determine your qualification status. Investors should take note that certain statements in this report about a fund or strategy, including expected future performance, are forward-looking. Statements that look forward in time or include anything other than historical information are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the forward-looking statements. Although the forward-looking statements contained herein are based upon what the portfolio manager believes are reasonable assumptions, the portfolio manager cannot assure that actual results will be consistent with these forward-looking statements. NCM Asset Management Ltd. as manager and portfolio manager of the Kipling Funds may engage one or more sub advisors to provide investment management services to certain Funds, including its affiliate, Cumberland Investment Counsel Inc.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/184473

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