Insights

Electrification continued to perform during June with the largest positions including Tasmea, Southern Cross and Genusplus. In addition, Vysarn,

Q&A with Portfolio Manager, Claudia Kwan In disruptive regimes, valuation matters less — sometimes not at all — because

Electrification remained front and centre for the Fund this month. Our largest positions — Southern Cross Electrical (SXE) and

For the month, the Fund returned +6.08%, outperforming the Small Industrials Index by 3.54%. The biggest positive contributors were

For the month, the Fund returned -8.03% vs the Small Industrials -8.44%. The biggest positive contributors in the Fund

For the month, the Fund returned -2.36% vs the Small Industrials -4.52%. The biggest positive contributors in the Fund

In the 9th year of the North Star Impact Fund, we continued to drive capital to companies that solve

In January, the market saw significant dispersion with late month volatility driven by commodity price swings and global policy

The Fund is a bottom-up stock picking strategy with rigorous fundamental analysis at the company level, focusing on well