January, 2012 - Name change of the Formula Growth Perinvest Partners fund
We are pleased to announce that effective January 1st, 2012 the Formula Growth Perinvest Partners fund will be renamed to the Formula Growth Limited Partnership fund. As part of our review process, investor terms have been improved and include a lower management fee of 1%, greater investor liquidity with a monthly redemption notice and no lockup provisions. For further information please contact our sales team (sales@formulagrowth.com or 514-288-5136).
January, 2011 - New Alpha Strategy
Effective this month we are launching a directionally capped equity long/short fund to cater to our growing institutional clientele. Please contact Sales@formulagrowth.com for further details.
November 3rd, 2009 - Randy Kelly @ IMM conference
Randy Kelly, President of Formula Growth, will be part of a discussion panel at the 1st "Investors Meet Alternative Managers in Montreal" on Tuesday November 3rd at 2pm. The topic of conversation is: "The 10 Tough Questions Investors Need to Ask: Does Crisis (Really) = Opportunity"
July 1st, 2009 - FGHF New Share Class
Effective July 1st, we are introducing the Canadian dollar hedged class for The Formula Growth Hedge Fund. Investors wishing to hedge their U.S. dollar exposure can subscribe for this class, which will deliver our underlying U.S. returns in Canadian terms, less the cost of the hedge. Please contact Sales@formulagrowth.com for further details.
January 1st, 2009 - Global Opportunities Fund
Formula Growth is pleased to announce the creation of the Formula Growth Global Opportunities Fund (formerly the Formula Growth Small Company Opportunity Fund). This new equity long/short strategy will invest in global small to mid-cap stocks primarily located in North America and the Asia Pacific region. For further details, please contact Sales@formulagrowth.com.
August 22nd, 2008 - New York Office
Formula Growth announces the opening of our New York office. This location will strengthen our investment and research activities by allowing better access to company management teams and the research and investment communities. The office will be staffed by John Liddy, Cameron Fortin and James Sinclair who have relocated from our Montreal office.