Beaver Funds
Beaver Fund - North America
The Beaver Fund - North American (BFNA) focuses on investing in publicly traded North American equity securities. The primary emphasis is placed on individual security selection, guided by in-depth fundamental analysis conducted by the Fund's investment advisor, rather than being influenced by general equity market movements. The Fund operates as a long-only entity, directing its research and capital towards undervalued mid-cap companies carefully selected from a defined universe of quality industrial and consumer products and services companies.
Beaver Fund - Global
The Beaver Fund - Global (BFG) aims for significant capital appreciation through investments in international publicly traded equity securities. The primary focus lies in individual security selection, guided by thorough fundamental analysis. Operating as a long-only entity, the Fund directs its research and capital towards special investment ideas, which may include undervalued conglomerates, family companies, or other specific investments. While some of these investments carry higher risk, they also present extraordinary return potential in the future.
Beaver Fund - Natural Resources
The Beaver Fund - Natural Resources (BFNR) aims for significant capital appreciation through investments in a diversified portfolio of international publicly traded equity securities. The fund operates as long-only, focusing its research and capital on undervalued resource companies, including those in precious metals, base metals, and the energy sector (covering oil, gas, and renewables). While some of these investments carry higher risk, they also offer extraordinary return potential in the future.
Beaver Fund - Europe
The Beaver Fund Europe (BFE) invests in publicly traded European equity securities, placing a strong emphasis on individual security selection through comprehensive fundamental analysis by the Fund's investment advisor, as opposed to reacting to general equity market movements. Operating on a long-only strategy, the Fund focuses its research and capital on undervalued mid-cap companies carefully selected from a defined universe of high-quality industrial, consumer products, and services companies. Additionally, the Fund may utilize currency-hedging-related derivatives.