Purpose Special Opportunities Fund

The purpose of this fund

A high-conviction equity fund combining 100+ years’ of investing experience selecting Purpose’s best picks across all sectors and cap sizes.

• •Concentrated portfolio of 40-50 securities of Purpose's best equity ideas across all sectors and cap sizes
• •Built by Purpose’s portfolio management team with a combined 100+ years' experience, including sector specialists in niche industries
• •Active management applies bottom-up analysis to find securities mispriced from their fundamental valuations, with preference for growth-oriented opportunities
• •Tax-efficient returns from its corporate class structure

Managed by -

Greg Taylor, CFA, CIO

Purpose Investments