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Investment Objectives
The Fund’s objective is the long-term growth of capital through investment in global equity and some debt securities and investment in derivative products. Investments will primarily be in equity securities of issuers with high growth potential operating in both domestic and foreign markets. Debt security investments will have a minimum rating of A by Dominion Bond Rating Service Limited or Standard & Poor’s at the time of investment.
Portfolio Managers
Dean Orrico   

Dean C. Orrico Managing Director and Chief Investment Officer of Middlefield Capital Corporation. Prior to joining Middlefield in 1996, he was an account manager with The Toronto-Dominion Bank responsible for the borrowing activities of a portfolio of commercial accounts.

Rob Lauzon  

Robert F. Lauzon is Managing Director, Trading of Middlefield Capital Corporation. Prior to joining Middlefield in 2002, he worked as an Investment Executive with ScotiaMcLeod. He is an MBA graduate of the Rotman School of Management at the University of Toronto. Mr. Lauzon also holds the Chartered Financial Analyst designation.

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