June 2016


CAPITAL INVESTMENT FUND

  • +0.0537% (Class A)
  • +0.1180% (Class F)

OPPORTUNITIES FUND

  • -0.5485% (Class A)
  • -0.4666% (Class F)

As the second quarter of 2016 draws to a close, I wanted to take this opportunity to introduce myself.

I’ve known Al Ross for over a decade.  Some time ago, he told me about his company and what they were doing for their investors.  What I took away from the conversation was a product that had low volatility and had returned an average of over 8% with 8 years of data.  Being used to typical investment opportunities, my interest was piqued enough to ask how I could invest as well. Last year Al called me with another opportunity.  Ross Smith was looking for someone to manage their external business.  After meeting Chris Preston, Al’s partner and CEO of the firm, I became convinced that these were people that I wanted to work with daily and build a company alongside.  

Today, I am the newest member of the Ross Smith team.  My name is Jai Hawker and I recently joined the firm as a Principal.  I have over 17 years in the industry, the most recent 12 of which I spent working on the sell side as a Director at FirstEnergy Capital Corp.  Prior to that I spent time at Peters & Company, Enron Canada, and RBC Dominion Securities in roles including Research, Merchant Capital, Corporate Finance, and Sales. Since speaking with Al all those years ago, I have always felt that this product was unique and extraordinarily relevant to the needs of clients I have been servicing for years.  A product where an investor can expect their capital to grow, while at the same time being able to sleep at night knowing they aren’t taking on the level of risk Albertan's and Canadian's have come to expect within the energy sector.. 

Sincerely,

Jai Hawker  

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