FUND PERFORMANCE 2014-2015

RESULTS

portfolio return 15.38%
benchmark 5.72%
tracking error 0.0476
information ratio 2.0310
beta 0.8647

STRATEGY

The Hart House Investment Club uses a sector neutral strategy, and tries to maximize active return while minimizing active risk. We believe that we have an unique approach to investing and portfolio management due to the diversity of our Investment Team. Our Analysts and Associates include students from disciplines such as Rotman Commerce, Economics, Engineering, Sciences, Statistics, and Mathematics. The Hart House Investment Club looks to marrying fundamental bottom-up investment analysis and quantitative portfolio construction methods, and we believe this is what sets us apart from other similar student-run investment clubs.