Don Vialoux IA Clarington Sarbit U.S. Equity Fund IACSUEC-CN PAST TOP PICK Sep 08, 2017

Over the long-term, this fund has consistently outperformed the market. They do not buy any securities unless they are below the model price. When markets are overvalued, this holds cash. Currently it is 60% in cash.

(Top Pick June 2/17, Up 0.28%) They held 60% of their fund in US cash and so it dropped due to currency fluctuation. It was the right strategy, but the wrong security.