AMONG LEADING CANADIAN HEDGE FUNDS

Canadian Hedge Funds, many choices, but few leaders. BT Global Growth is a Canadian based, globally focused, Hedge Fund. We believe that long-short “value” investing provides compelling risk adjusted returns. Take advantage of the resource heavy Canadian stock markets to benefit from global growth. Take advantage of the more inefficient and less competitive environment. Protect your wealth through a stronger currency with superior fundamentals compared to the US and elsewhere. Increase the “hard asset” weighting of your portfolio. Co-invest with experienced finance experts in a smaller fund, to better exploit the investment opportunities described herein.

INVESTMENT STRATEGY

The BT Global Growth Fund has a strict focus on growth with downside protection. BT Global Growth Fund generates superior money-making ideas out of stocks trading at low cash flow values and offering a “margin of safety” to investors. Although we are among the leading Canadian Hedge Funds, we believe that many growth opportunities can be found outside of Canada.

Our long positions are complemented by judicious shorting of industries and stocks poised to suffer from global economic themes. We do not use any leverage in our fund. Instead, we focus on disciplined trading to reduce investment risk.

Many managers of Canadian Hedge Funds do not invest their personal capital along their investors. We strongly believe in aligning our interests with the interests of our investors. We invest a substantial portion of our own wealth in the fund.

MANAGEMENT TEAM

BT Global Growth is managed by Paul Beattie and Jacques Lacroix. To find more about the management team visit the company’s corporate profile.

FUND SUMMARY & TERMS

Structure: Limited Partnership registered in Ontario, Canada.
Minimum Investment: $150,000 Canadian. $25,000 for accredited investors.
Initial Closing: Completed in October 2006.
Management Fees: 2.0%.
General Partner: BT Advisory Inc.
GP Profit Sharing: 20% of profits over and above a hurdle rate of 5.0%, shall be shared with the GP and paid quarterly.
Hurdle Rate: 5.0% per annum.
High Water Mark: Yes. Losses need to be fully recovered before the GP is permitted to share in the profits.
Leverage: No. No borrowed money for long positions.
Classes of Units: Class A units for original LP’s, Class B units for direct LP’s and Class A Advisors and Class F for Brokerage Account’s.
Investment Date: Last business day of each month at NAV.
Withdrawal Date: Last business day of each quarter, upon 30 days notice.
Portfolio Manager: BT Global Growth Inc.
Administrator: IAS, Investment Administration Solution Inc. of Toronto and Vancouver.
Auditor: BDO Canada LLP
Lock-up Period: 90 days.
FundSERV Accounts : BTA103, Series A / BTA104, Series F

COMPARE OUR FUND’S  PERFORMANCE

FUND NET ASSET VALUE (NAV)

Unit Class NAV as of March 31st 2017
Class A units $25.91
Class A Advisor units $21.62
Class B units $22.61

COMPARABLE PERFORMANCE

BTGG TSX COMPOSITE S&P 500 (Cdn$)
2017 (YTD) (1.55%) 2.42% 5.08%
Last Twelve Month 8.15% 18.60% 20.15%
2016 (0.52%) 21.05% 8.59%
2015 (6.71%) (8.32%) 20.95%
2014 18.09% 10.53% 23.97%
2013 27.24% 12.96% 41.50%
2012 0.74% 7.16% 13.46%
2011 (19.39%) (8.74%) 4.38%
2010 26.24% 17.57% 8.90%
2009 64.08% 34.99% 9.12%
2008 (25.95%) (33.04%) (22.58%)
2007 2.90% 9.79% (10.21%)
September 1 to December 31, 2006 38.27% 7.85% 15.38%
Since Inception (Annualized) 9.08% 5.32% 9.99%

 

(1) Results and NAV are calculated monthly by the administrator, Investment Administrations Solutions Inc.

(2) Results are for the fund as a whole, net of fees, not for one particular class of units.

 

MONTHLY PERFORMANCE

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD
2017 0.27% 0.52% -2.32% -1.55%
2016 -7.56% -0.05% -1.98% 5.50% -3.68% -4.39% 1.48% 2.39% 2.23% 4.36% -0.29% 2.33% -0.52%
2015 4.90% 3.51% 2.26% 0.80% 2.08% 0.32%  -5.32%  -5.07% -6.25% 0.87% 1.43% -5.59% -6.71%
2014 5.41% 4.10% -0.79% 4.57% -0.91% 1.89% -1.19% 1.71% -2.02% -2.08% 2.31% 4.15% 18.09%
2013 1.29% 2.33% 3.46% -5.25% 1.06% 2.32% 2.52% -0.53% 2.29% 6.06% 2.82% 6.47% 27.24%
2012 8.93% 3.62% -2.39% -5.67% -5.50% -5.17% 0.46% 3.11% 3.76% -0.01% -1.02% 1.69% 0.74%
2011 -1.26% 4.70% -2.79% -0.64% -3.55% -7.86% 7.31% -1.97% -6.79% -0.33% -8.08% 1.12% -19.39%
2010 1.00% 3.90% 3.09% 4.24% -3.31% -2.31% -4.01% -2.01% 7.51% 4.80% 6.41% 5.09% 26.24%
2009 6.16% 1.90% 6.22% 2.59% 9.20% 2.77% 2.44% -0.49% 5.67% 6.13% 6.98% 1.41% 64.08%
2008 -9.29% 8.95% -7.36% 3.86% 3.10% 3.98% -14.53% -7.81% -10.82% 2.13% 0.83% 0.39% 25.95%
2007 -3.75% 9.65% 4.65% 12.80% -3.26% -4.85% 1.95% -11.48% 6.21% 6.50% -14.31% 2.57% 2.90%
2006  –  –  –  –  –  – Inception 5.45% 23.12% 6.49% 38.27%
Since inception (annualized) 8.76%

 


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