How to invest with us

Our investment process

Fund Documents

Commentary & Videos

In the media

Performance & MER

Month-end unit price

What has made us a leading Canadian value fund manager:
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• We have "skin in the game"
  • Over 95% of Tim, Kate, and Hakuna Matata's (their holding company) investments are in The McElvaine Investment Trust and its holdings.​
• Our fee structure rewards performance, not asset growth​
  •     ​Our fee structure depends on our performance. In other words, when you win, we win.
• We are experienced value investors
  • Tim was formerly Chief Investment Officer with Cundill Funds and has been value investing for over 28 years.
  • Tim has served on the Board of Directors of 4 publicly traded companies. We are not fund managers, we are investors.​