Investment warning

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.


You agree to indemnify and hold harmless OtterWood Capital Inc. and its agents, suppliers and their respective directors, officers and employees from and against any and all actions, proceedings, costs, claims, liabilities, damages and expenses (including reasonable legal fees) arising from or in connection with a breach of these terms and conditions or the use of this Site.

Disclaimer of liability

This Site is provided on an “as is” and “as available” basis, without any representations, warranties or conditions of any kind, whether expressed or implied, and including without limitation implied representations, warranties or conditions of title, non-infringement, merchantability, fitness for a particular purpose, performance, durability, availability, timeliness, accuracy, or completeness, all of which are hereby disclaimed by OtterWood Capital Inc. to the fullest extent permitted by law. OtterWood Capital Inc. will not under any circumstances be liable to you or any other person in any way for any loss or damages (direct, indirect, special, economic, incidental, consequential, punitive or exemplary, including without limitation loss of revenue, data, anticipated profits or lost business) in respect of use of, or inability to use, or any reliance on, this Site, any of its content or links (including without limitation any inaccuracies or viruses), or any Web browser or other equipment.


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.

Intellectual Property

All material on this Site belongs to OtterWood Capital Inc. or third parties, and is protected under the copyright laws and trademark laws of Canada and other applicable jurisdictions. Materials such as text, photographs, and other images and sound on this Site are protected by copyright and/or other intellectual property rights. All copyright and other intellectual property rights in this material are either owned by, or licensed to, OtterWood Capital Inc. The material on this Site may not be reproduced, and published, without written permission from OtterWood Capital Inc. OtterWood Capital Inc. will, however, allow visitors to the Site to make a single copy of materials published on this Site for their personal, non-commercial use provided that the material is not modified and that copyright, trademark and other proprietary notices are not deleted.
Except as otherwise noted, the trademarks, service marks, logos, icons, designs, names and trade names displayed on this Site are the trademarks and logos of OtterWood Capital Inc. and may not be used in any way or for any purpose without the written consent of OtterWood Capital Inc. Written consent is also required to use any trademarks of third parties displayed on this Site.

Third-party references and links

This Site may contain links to other Sites. OtterWood Capital Inc. does not assume responsibility for the accuracy or appropriateness of the information, data, opinions, advice, or statements contained at such Sites, and when you access such Sites, you are doing so at your own risk. In providing links to the other Sites, OtterWood Capital Inc. is in no way acting as a publisher or disseminator of the material contained on those other Sites and does not seek to monitor or control such Sites. A link to another Site should not be construed to mean that OtterWood Capital Inc. is affiliated or associated with same. OtterWood Capital Inc. does not recommend or endorse any of the content including without limitation any hyper-links to or content found on other Sites. The mention of another party or its product or service on this Site should not be construed as an endorsement of that party or its product or service.

Transfers of Information across International Boundaries.

As the Internet is worldwide if you are visiting this Site from outside Canada your visit will necessarily result in the transfer of information across international borders. By visiting this Site and communicating electronically with us you are consenting to these transfers.