Annual returns, net of fees
The Fund's manager, Globevest Capital Ltd., is an asset management company founded in Montreal in 2002. The Fund is managed by Patrick Proulx, CFA, and Principal Manager of Globevest.
During his career, Patrick has worked as an actuary at Sobeco Ernst & Young and as a financial analyst at Hydro-Québec and Desjardins. Patrick co-founded Globevest Capital in 2002 with the goal of providing investors with sound, efficient and accessible management that balances risk and return.
Patrick's first exposure to the travel and tourism industry was through his family's business. He then traveled throughout eastern North America in search of investment opportunities in prime tourist areas. The combination of his financial knowledge and analysis of tourist locations ensures that the Fund is structured according to best practices in portfolio management, providing diversification at all levels.
The Fund can also count on a young and dynamic multidisciplinary team of property managers specialized in each region, an accounting and financial analysis team, as well as resources specialized in technology and digital marketing.
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