Articles, viewpoints, “Insights & Research” found on this webSite (“Site”) are for information only. This Site is not intended to provide any specific individual advice of any kind whatsoever including, without limitation, investment, financial, legal, accounting or tax advice. Please consult with your own professional advisor regarding your particular circumstances.
The views expressed on this Site pertaining to any specific security, company, industry or sector are strictly the views of that individual and do not necessarily represent the views of OtterWood Capital Inc. or its affiliated entities and should not be interpreted as a recommendation to buy or sell. Any such views are subject to change at any time based upon market conditions and other factors, and OtterWood Capital Inc. disclaims any responsibility to update such views.
Mutual funds and other investment products managed by OtterWood Capital Inc. are qualified for sale only in Canada. Neither this Site nor a prospectus or other offering document for mutual funds or other investment products managed by OtterWood Capital Inc. constitutes an offer or solicitation by any person in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.
Mutual funds and other investment products may own different types of investments – for example, stocks, bonds, derivatives or short-term securities, depending on the mutual fund’s or other investment product’s investment objective and strategies. The value of these investments changes from day to day, due to changes in, among other things, interest rates, economic conditions, and news related to markets or companies. As a result, the value of a mutual fund’s or other investment product’s securities may go up or down, and the value of your investment in a mutual fund or other investment product may be more or less when you redeem or sell it than when you purchased it.
The full amount of your investment in a mutual fund is not guaranteed. Unlike bank accounts or guaranteed investment certificates, mutual fund securities are not covered by the Canada Deposit Insurance Corporation or any other government deposit insurer.
Commissions, trailing commissions, management fees and expenses may be associated with investments in mutual funds, other investment products and asset allocation services. Please read the prospectus or other offering document before investing. The indicated rates of return of a mutual fund are the historical annual compounded total returns including changes in security value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. A mutual fund’s or other investment product’s past performance may not be repeated.
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No information contained in a video posted on this Site, Youtube, Twitter, and/or LinkedIn should be considered a recommendation to buy or sell a particular security, company, industry or sector. Any specific securities discussed are intended as an illustration of the portfolio manager’s security selection process. OtterWood Capital Inc. may sell these securities at any time, or purchase securities that have previously been sold. The statements by the commentators in their commentaries are intended to illustrate their approach in managing portfolios, do not necessarily reflect the views of OtterWood Capital Inc., and should not be relied upon for any other purpose.
Any statement contained in a video that pertains to the future presents the commentator’s current view regarding future events, and is included for the purpose of illustrating the commentator’s investment strategy, current beliefs and positioning of the portfolio. Actual future events may differ from these views. Neither OtterWood Capital Management Inc. nor the commentators undertakes any obligation to update this information.
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