Dynamic Funds by the numbers
True active management offers a definable method for growing wealth
It offers real value to investors for the fees they are charged
It provides investors with specific solutions, not just products
It helps protect investors from the mistakes of the herd
Our Portfolio Managers are provided with an investment environment that allows them to have an independent approach to investing.
We do not believe in unnecessarily constraining our Portfolio Managers when they find a great investment opportunity.
We are benchmark-aware, but not slaves to the benchmark. Our Portfolio Managers do not start with the benchmark when building portfolios. We let the market provide us with opportunity, rather than direction.
We do not wait for others. Our Portfolio Managers are encouraged to be opinionated and have high conviction in their ideas. We are comfortable in taking an approach that has not been done before.
The highly competitive drive to be the best and deliver strong longterm performance to our clients is what unites our investment team.
Our Portfolio Managers take full ownership of their products by personally investing their own money directly alongside our clients' in the funds they manage.
Investors are best served when they Invest with Advice
Investors who work with advisors, are more prepared for retirement, and have greater satisfaction with their financial well-being.
That's why we are defenders of the value of good financial advice.
Our open access culture allows us to be leaders in bringing solutions to market that address and anticipate both the needs of investors and the advisors who serve them.
Too many in the financial industry have convinced themselves that active management does not matter. In fact, we firmly believe that pursuing Legitimately Active Management is key to delivering measurable outperformance.
They are not expensive relative to the real costs of other portfolio construction approaches.
Our actively managed funds can provide substantial value and help differentiate investor portfolios in a market crowded with indexers.
Mutual funds can fulfill the needs of any investor portfolio, from the smallest investment accounts to the most affluent households.
Closet indexing funds that charge full fees tarnish the industry. We offer high-conviction, truly active products that distinguish themselves from the competition.
We are one of a few fund companies in Canada who can make a real difference in the portfolios of Canadian investors. We continually strive to produce portfolio excellence.
WHY WORK WITH DYNAMIC FUNDS?
We are portfolio difference-makers.
Our actively managed solutions can add significant value to any portfolio.
Our people are insightful,
opinionated, non-conformist, accessible, passionate, dedicated, performance-driven, and experienced.
Our culture is Dynamic in name and Dynamic in action.
We take a boutique approach, but with a competitive, forward-thinking global mindset.
We are committed to earning our fees.
We will do so by being truly active and deliberately differentiated from our competitors.
Our product lineup is relevant, forward-looking and diversified.
We will keep up with your investment needs today and in the future.