NGMS - Donville Kent Asset Management 2021 Insights

• We are a Toronto based North American long-short equity fund with a small cap bias. We invest in great businesses and aim to achieve compounding long-term returns. We have extremely low overlap with major indices and believe our unique portfolio is part of the secret to our success.
• The current market correction has been better for some stocks and dramatically worse for others.
• We should see a reversion to the mean in commodity prices, and likely even lower for a brief period due to increased capacity.
• The simple reality is that corrections do happen.

For further details see: