Mountford Endurance Fund (the Fund) is a pooled open-end investment trust. Units of the Fund are offered for sale by offering memorandum and subscription agreement in reliance on exemptions from the prospectus requirements of applicable securities laws. Only investors residing in Alberta, British Columbia, and Ontario who meet these exemptions may purchase units of the Fund. Please contact us and we would be happy to send you the necessary documents to invest and determine your suitability for the Fund. 

The Fund commenced operations on October 1, 2024, and was founded by Tim McElvaine, CPA, CFA, and Matthew Mountford, CFA. The Fund primarily invests in publicly traded equity listed in North America and practices a focused portfolio of 10-20 holdings. The Fund uses an investment strategy Matthew developed and has utilized over the past 7 years. The investment strategy involves conducting detailed fundamental research and analysis to uncover two core types of opportunities, Catalyst and Defensive. Catalyst Opportunities are investments with identified near-term value, performance, or margin of safety catalysts that complement, or are contrarian to, favourable long-term business fundamentals. Defensive Opportunities consist of longer-term core investments in what the Fund considers consistent and/or necessity businesses and provide value realization directly to shareholders. All investments in the Fund are predicated on ideas and research conducted by Matthew. 

​

McElvaine Investment Management Ltd. (McElvaine) is the manager and distributor of the Fund. McElvaine is an independent Canadian investment management firm founded in 1998. Matthew joined McElvaine in March 2024 as an analyst, dealing representative, and to spearhead the launch of the Mountford Endurance Fund. Tim acts as the portfolio manager for the Fund and is also the chief compliance officer of McElvaine and, with Matthew's assistance, oversees the Fund's compliance procedures and policies.

​

Additional Fund Details: