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PROVINCE

Click on the link to be
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provincial security site.

MINIMUM INVESTMENT WHEN RELYING ON ACCREDITED INVESTOR EXEMPTION (1)

MINIMUM INVESTMENT REQUIRED WHEN RELYING ON OFFERING MEMORANDUM EXEMPTION (2)

MINIMUM INVESTMENT EXEMPTION (3)

Alberta

$25,000

N/A

$150,000

British Columbia

$25,000

$25,000

$150,000

Manitoba

$25,000

N/A

$150,000

New Brunswick

$25,000

$25,000

$150,000

Newfoundland & Labrador

$25,000

$25,000

$150,000

Northwest Territories

$25,000

N/A

$150,000

Nova Scotia

$25,000

$25,000

$150,000

Nunavut

$25,000

N/A

$150,000

Ontario

$25,000

N/A

$150,000

P.E.I.

$25,000

N/A

$150,000

Quebec

$25,000

N/A

$150,000

Saskatchewan

$25,000

N/A

$150,000

Yukon

$25,000

N/A

$150,000

 

1. Accredited Investor Exemption:

There is no regulatory minimum purchase amount requirement for investments in a Fund made by investors who qualify under the Accredited Investor Exemption. However, the minimum initial purchase amount established by the Manager for "accredited investors" is $25,000 (or such lesser amount that the Manager may accept from time to time).
The criteria for qualification as an "accredited investor" is defined in National Instrument 45-106 of the Canadian Securities Administrators and is set out in the Subscription Instructions of the Investment Application.

2. Offering Memorandum Exemption:

(Only for residents of British Columbia, Nova Scotia, New Brunswick and Newfoundland and Labrador)

There is no regulatory minimum investment required for investments in a Fund made pursuant to the Offering Memorandum Exemption. However the Manager has established a minimum initial investment of $25,000. Please note that this is effective September 3, 2010.

Download the Risk Acknowledgement Form
.

3. Minimum Amount Exemption

The minimum amount for an initial investment in a Fund made by an investor purchasing under the Minimum Amount Exemption is $150,000 in each province and territory.

Disclaimer: Information about the Arrow Capital Management Funds is not to be construed as a public offering of securities in any jurisdiction of Canada. The offering of units of the Arrow Capital Management Funds is made pursuant to their respective offering memorandum only to those investors in jurisdictions of Canada who meet certain eligibility or minimum purchase requirements. Important information about the Arrow Capital Management Funds, including a statement of each fund's fundamental investment objective, is contained in their respective offering memorandum, a copy of which may be obtained from your dealer. Read the applicable offering memorandum carefully before investing. Unit values and investment returns will fluctuate.

 

 

Arrow Capital Management Funds are not guaranteed, their values change frequently and past performance may not be repeated.

™ Arrow, Arrow Capital and Arrow Capital Management are all trademarks of Arrow Capital Management Inc. Experience. Intelligent Investing. is a trademark of Arrow Capital Management Inc.

© All documents and information contained on this website are considered to be the copyright material of Arrow Capital Management Inc.

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Media & Updates

  • Whats New
  • Quarterly Commentaries
  • Portfolio Series Updates
  • Press Releases
  • News & Articles

Quarterly Letters

Click a file below to download the Quarterly Letters

  • Quarter 3, 2012
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International Quarterly Commentaries


Third Quarter, 2012: A Few Misplaced Ideas

To say that we live in interesting times is an understatement from a financial, economic and political standpoint. Confusing is perhaps a better term than interesting – maybe even dangerous?!? This past weekend, a macro fund that we have been following for some time decided to close its doors after its 31-year veteran of financial investing and trading noted:

“The past two years have presented unique challenges in the Macro space. Interest rates around the world are at or close to zero and central banks have pledged to keep them there for the foreseeable future; foreign exchange markets are buffeted more by political than by economic events; and it seems unlikely this will change any time soon. There will be good opportunities over the next few years but I do not believe those opportunities will align with my skill set or allow me an edge in these markets.”

I suppose it is safe to invoke Schumpeter or Darwin at this point; adapt or die. Or invoke the old adage from Keynes about changing your strategy when the facts change. But “rational” investors whose stock in trade involves macro analysis of economic and political affairs are at wit’s end. Leigh Skene at LSR sums up what most know but few are prepared to say to clients:

“Government intervention is causing the chaos by destroying the analytical value of any economic or financial variable it touches. The extremely wide ranging fiscal and monetary policies since the AIG/Lehman default have rendered financial variables such as interest rates, yield curves, credit spreads and various money supplies useless for either assessing asset values or forecasting.”


Maybe that is a bit extreme but it highlights the real challenges now faced by investors and business leaders.

I personally do not believe this period of government and central bank largesse can last another two years. Cass Sunstein prepared a brief for Bloomberg in which he explored the behavioural science concept of “present bias” – taking decisions that create short-term pleasure at the expense of long-term problems. You know, like that extra shot or glass at the end of a fun evening! He also quotes St. Augustine: “Grant me chastity and continence, but not yet!” to reinforce the point. The cure, so to speak, is to try to imagine yourself in the future given your decisions today. Imagine the consequences, though this can be extremely difficult to do.

Albert Friedberg, manager of Friedberg Macro Fund (we are an investor in full disclosure) penned a terrific Q3 letter in which he highlighted four misplaced ideas that are now “conventional wisdom”. I believe these have been borne out of present bias and narrative fallacy by so called economic and political leaders/experts. Narrative fallacy, as noted by Daniel Kahneman, is created when we treat the limited information upon which we base our decisions “as if it were all there is to know… Our comforting conviction that the world makes sense rests on a secure foundation; our almost unlimited ability to ignore our ignorance.” According to Mr. Friedberg, these fallacies include:
  • Central banks can print money without impunity
  • Fiscal debt and deficits are not to be feared if you have monetary sovereignty
  • Eurozone must be saved at all costs
  • Sovereign debtors never default
We and many others have been questioning these issues since 2010, yet these fallacies, as borne out by historical precedent, become wisdom while our financial system has taken on further leverage. Let’s review each and imagine, as Sunstein suggests, what the future might hold.

Click here to read more

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