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Mutual funds

Camelot Portfolios launches second mutual fund


Camelot Portfolios is launching a new mutual fund, the Camelot Excalibur Small Cap Income Fund (CEXAX), which is co-managed by portfolio managers Jason Born and Darren Munn.

Drawing on the investment process behind its flagship Camelot Premium Return Fund (CPRFX), the new fund aims to seek out undervalued companies that pay a dividend yield above the average small capitalisation company.
The fund offers dividend oriented investors a compelling opportunity to employ the higher capital return potential of small cap investments.
The Camelot Excalibur Small Cap Income Fund focuses on global small cap securities that trade on US exchanges and have the potential for dividend income, dividend growth, and price appreciation. The fund will further enhance the distribution available for investors through its use of option writing strategies, including covered calls and cash-secured puts.
The overall management philosophy is aimed at seeking investments that produce strong cash flow so that the overall portfolio will produce consistent and rising cash which we believe will result in solid long term total return with reduced volatility.

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