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TSX-Listed Funds
Sustainable Innovation & Health Dividend Fund
Sustainable Innovation & Health
Profile   Highlights
Actively managed portfolio of leading global innovative technology and healthcare companies positioned to benefit from the trends and changing consumer behaviours resulting from the COVID-19 global pandemic
Up to 20% allocation to innovation and healthcare private equity
Utilizes a strategy that incorporates Environmental, Social & Governance ("ESG") principles to identify sustainable investments

Distribution Frequency Monthly
Closing Date August 14, 2020
Eligibility RRSPs, DPSPs, RDSPs, RRIFs, TFSAs and RESPs
See Highlight Sheet ( English / French )  
See Prospectus 
View Proxy Voting Record 
Sustainable Innovation & Health
Lead Portfolio Managers
Rob Lauzon
Robert F. Lauzon
View Bio
Robert Moffat
Robert Moffat
View Bio
Shane Obata
Shane Obata
View Bio

Exclusive Industry Consultants
  In the Spotlight
Paul Sagawa Mr. Paul Sagawa
Technology Consultant

Mr. Sagawa has over 20 years of industry experience, including 11 years as a senior research analyst at Sanford C. Bernstein & Co., LLC. Named by Institutional Investor to its All-Star Team, including the number one position in wire-line communication equipment.
Richard Evans Dr. Richard Evans
Healthcare Consultant

Dr. Evans served as a Senior Analyst covering the US pharmaceuticals industry at Sanford C. Bernstein & Co., LLC, from 1998 until 2006. He was twice ranked first amongst his peers for drug stock selection by Bloomberg Markets.
Middlefield Market Commentary 
Barron's: Medicine’s Golden Age Is Dawning. 10 Ways to Invest. 
Middlefield Group's Rob Lauzon provides sustainable returns 
Barron's: Big Pharma Battled the Pandemic. The Stocks Are Cheap. 
Sustainable Innovation & Health Dividend Fund Announces Capital Commitment in Sagard Healthcare Royalty Partners 
The Wall Street Journal: How Biotech Investors Can Survive Election Season 
Globe & Mail: Shane Obata, Why it pays to take a barbell approach amid the COVID-19 pandemic 
Wealth Professional: Winners today, winners tomorrow 
The Wall Street Journal: Covid-19 Pandemic Drives Patients-and Deal Makers-to Telemedicine 
Larry Fink paving the way: Investors demand ESG accountability and firms follow suit 
Middlefield's Dean Orrico: Winners and Losers in the Post-Pandemic Market - The case for Active Management 
The Wall Street Journal: Cloud Spending Hits Record Amid Economic Fallout From Covid-19 
Financial Post: Right now, it's big tech's world and everyone else is paying rent 
CNBC: Telehealth Trends Accelerate 
The Wall Street Journal: Investor Appetite for Tech Buyout Funds Continues Despite Pandemic 
The Wall Street Journal: Tech Stock Rally Isn't Out of Juice 
CNBC: Big tech went from growth stocks to wall streets treasury bond substitute 
Financial Post: What Lululemon's $500 million deal to buy Mirror says about the future of exercising at home 
After the crisis: How COVID will transform the economy and disrupt every business 
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