At Guardian Capital Group Limited, we believe in our core values of stability, trustworthiness and integrity, and have a reputation for long-lasting relationships and client care that has produced over half a century of stable, steady growth.
This is why we are now excited to offer our highly sought-after institutional strategies and highly experienced, global portfolio management teams to US investors, through our dedicated mutual fund solutions and our global investment teams.
Alta Capital Management
Alta Capital Management believes in earning the confidence of clients through actions and results. Their disciplined approach of identifying quality growth stocks and focusing on the long-term investment horizon has endured for over 35 years, with a clearly delineated and highly disciplined process. They believe in avoiding the chase for short-term results and providing lower downside risk protection.
GuardCap Asset Management Limited
GuardCap Asset Management is driven by a steadfast adherence to its investment philosophy: that long-term, sustained growth in earnings and cash flows drives returns, quality protects against downside risk, and equity valuation truly matters. GuardCap’s investment approach focuses on long-term thinking, long-term forecasting and long-term holding periods. By identifying the highest-quality companies with superior sustainable growth prospects and investment horizons stretching well beyond five years, GuardCap strategies aim to harness a sustained source of alpha – exploiting the short-term focus of the markets.
Guardian Capital LP
Guardian Capital LP’s extensive diverse investment management capabilities, offering unique high-conviction and innovative multi-factor solutions, has allowed them to attract and retain top investment professionals who have implemented systematic and repeatable processes. This has afforded them the ability to focus on consistent, high-quality outcomes for clients that range from private businesses to some of the largest sovereign wealth funds in the world.
You should consider the investment objectives, risks, charges and expenses of the Alta Quality Growth Fund, Guardian Capital Fundamental Global Equity Fund, and Guardian Capital Global Dividend Fund (collectively, the “Guardian Capital Funds”) carefully before investing. A prospectus with this and other information may be obtained by calling 1.800.957.0681 or by downloading one from this web site. You should read the prospectus carefully before investing.
Guardian Capital Funds are offered only to United States residents, and information on this website is intended only for such persons. Nothing on this website should be considered a solicitation to buy or an offer to sell shares of the Guardian Capital Funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Shares of the Guardian Capital Funds are distributed by Ultimus Fund Distributors, LLC (Member FINRA). Ultimus Fund Distributors, LLC is not affiliated with Guardian Capital Group Limited.
Mutual fund investing involves risk. Principal loss is possible. There is no guarantee that the Guardian Capital Funds will meet its investment objective. By concentrating its investments in an industry or sector, the Fund may face more risks than if it were diversified broadly over numerous industries or sectors. To the extent that the Fund invests in growth-oriented securities, the Adviser’s perception of the underlying companies’ growth potentials may be wrong, or the securities purchased may not perform as expected. The universe of acceptable investments for the Fund may be limited as compared to other funds due to the Fund’s Environmental, Social, Governance investment screening. Because the Fund does not invest in companies that do not meet its ESG criteria, and the Fund may sell portfolio companies that subsequently violate its screens, the Fund may be riskier than other mutual funds that invest in a broader array of securities.
Guardian Capital LP is the Guardian Capital Fundamental Global Equity Fund’s investment adviser, effective January 28, 2022. Prior to January 28, 2022, Alta Capital Management, LLC served as investment adviser to the Guardian Capital Fundamental Global Equity Fund. GuardCap Asset Management Limited (UK), is a non-US wholly owned subsidiary of Guardian Capital LP, and serves as the Fund’s investment sub-adviser. Effective January 28, 2022, Guardian Capital LP has delegated responsibility for the day-to-day management of the Fund to GuardCap Asset Management Limited. Guardian Capital LP is the Guardian Capital Global Dividend Fund’s investment adviser. Alta Capital Management, LLC is the Alta Quality Growth Fund’s investment adviser. Alta Capital is a majority-owned, US domiciled subsidiary of Guardian Capital LP.