retiredcf

January 17, 2014 - 08:12 AM
13 Reads | Post# 22102688

I like this analyst (particularly his significant beat of the index in 2013) so when I saw that this was the second largest holding in his fund, it brought me here to check things out. As soon as I saw a very desperate basher doing his best to convince everyone that this was a lousy stock, I was convinced and purchased yesterday. GLTA

Bruce Campbell, President & Portfolio Manager, StoneCastle Investment Management

FOCUS: Canadian Equities

Fund Profile
Redwood Equity Growth Fund

Performance as at: December 31, 2013

	Fund	Index*
1 Month	4.40%	2.00%
1 Year	35.20%	12.80%
3 Year	10.00%	10.00%

*S&P/TSX
*returns are total return with all dividends reinvested for both the index and the fund. Those returns are net of all fees.

Top five holdings
Patient Home Monitoring Corp (PHM) 4.90%
Spyrlogics International Corporation (SPY) 4.70%
Prometic Life Sciences Inc (PLI) 4.10%
AutoCanada Inc (ACQ) 4.00%
DeeThree Exploration ltd (DTX) 4.00%