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April 18, 2015 3:46 AM ET

Capital Markets

Company Overview of The Newport Global Equity Fund

Company Overview

The Newport Global Equity Fund is an open-ended equity mutual fund launched by Newport Private Wealth, Inc. The fund is co-managed by Black Creek Investment Management Inc., Boyar Asset Management, Inc., and Pier 21 Asset Management Inc. It invests in the public equity markets across the globe except Canada. The fund invests in stocks of companies operating across diversified sectors. It employs fundamental analysis focusing on factors such as financial condition and management of each company, as well as its industry and economy to create its portfolio. The fund benchmarks the performance of its portfolio against the MSCI EAFE Index. It was formerly known as The Newport International Equity...

212 King Street West

Suite 500

Toronto, ON M5H 1K5

Canada

Founded in 2001

Phone:

416-236-2424

Fax:

416-236-5117

Key Executives for The Newport Global Equity Fund

Founder, President, and Portfolio Manager
President, Fund Manager, and Director
President, Chief Executive Officer, and Portfolio Manager
Managing Director and Member of Investment Committee
Founding Partner, Managing Director, Chief Investment Officer, Member of Investment Committee and Chairman of Investment Committee
Compensation as of Fiscal Year 2014.

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