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TerraTundra Dividend Growth Mutual Fund

The Terra Short-Term Flow-Through LP will transfer its assets into the TerraTundra Dividend Growth Mutual Fund at the option of the Donor. This mutual fund invests in a diversified portfolio of 50 to 100 stocks, primarily of Canadian companies, as well as US and international companies.

The TerraTundra Dividend Growth Fund is managed by Cypress Capital Management Ltd ("Cypress"). Cypress, now owned by AGF Management Limited, is a boutique money manager made up of an eight-member team of investment professionals managing over $2.8 billion in assets for institutional and private clients. Cypress has a particular focus on Canadian equities, notably small/mid cap, high-yield, and energy securities. Their investment process focuses on what they believe to be well managed, financially sound companies with superior revenue and earnings growth potential, trading at attractive valuations.

Fund Profile
Summary of the TerraTundra Dividend Growth Fund

Key characteristics
1.   Investment in a diversified portfolio of approximately 50 to 100 dividend and distribution paying equity securities
2.   Investment in primarily Canadian companies, as well as US and international companies
3.   Capital appreciation potential - Allow the investment to grow so additional dollars accumulate for charitable grants over the longer term
4.   Highly experienced professional investment management team
 
 
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