Our Funds

Portfolio Manager

Front Street Special Opportunities Class

Fund manager:
Norm Lamarche

Objective: The investment objective of the Fund is to seek capital appreciation through investment in equity securities of companies whose product, service or management team the Investment Advisor believes can realize value and growth. The Investment Advisor may rely on “top down” fundamental research to identify equity securities of companies in a particular industry or sector, but portfolio diversification will be driven primarily from the Fund’s investments, as opposed to targeting sector weights.

Returns as at 2.28.2017*

1 month Year-to-Date 1 year 3 year 5 year 10 year CAGR
-4.2% -8.7% 45.4% -13.0% -11.3% -1.6% 12.4%

Value Added Monthly Index (VAMI) Since Inception

Value added monthly index chart
View Portfolio

Sector Allocation

as at 1/31/2017

Top Ten Holdings

as at 1/31/2017; listed alphabetically

  • Arizona Mining Inc.
  • Birchcliff Energy Ltd.
  • Crew Energy Inc.
  • Kelt Exploration Ltd.
  • Parex Resources Inc.
  • Raging River Exploration Inc.
  • Spartan Energy Corporation
  • Trican Well Service Ltd.
  • Western Energy Services Corp.
  • Xtreme Drilling and Coil
View Fund Notes

INVESTMENT “SWITCHABILITY”:
Tax-exempt investment switching with other Front Street Mutual Funds Ltd. funds, allowing for changes to sector focus, without penalty.

Investment Switch-Compatible: Front Street Resource Growth and Income Class, Front Street Diversified Income Class, Front Street Growth Class, Front Street Special Opportunities Class, Front Street Growth & Income Class, Front Street Global Opportunities Class, Front Street Money Market Class, Front Street Tactical Bond Class, and Front Street Global Balanced Income Class

View Performance

* Performance and NAV information provided is unaudited, and net of all fees and expenses.
- Please read our disclaimer