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Mutual Funds

Stone Select Growth Class

Suitable for investors who maintain a long-term focus and wish to have diversified exposure to the Canadian natural resource sector, particularly those engaged in the oil & gas and mineral sectors.



Fund Details


Fund Type

Natural Resources Equity

Fund Mandate

Pure Growth®

Manager

Stone Asset Management Limited

Portfolio Manager

Stone Asset Management Limited

Fund Net Assets

$3.4 million

Distribution

Distributions for Series A, B, F and L: Annual dividend in December and, in February, net capital gains. Distributions will be automatically reinvested unless you elect to receive them in cash.

Inception Date

July, 2005

Minimal Initial Investment

$1,000

Why Invest


  • Experienced management team has a long track record investing in the resource sector.
  • Active management approach, not a buy and hold strategy.
  • Long-term focused growth opportunity.
  • Portfolio of resource companies diversified by capitalization size.

Portfolio Managers


Michael Giordano
Michael Giordano, CPA, CA, MBA, CIM
Vice President, Investments
Manager Start Date: 2005
Experience: 21 years of Investment Management
René Fantin
René Fantin, MBA, CFA
Associate Portfolio Manager
Manager Start Date: 2015
Experience: 5 years of Investment Management
Stone Co