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Starlight Capital Diversified Equities

Starlight Capital’s diversified equity solutions are concentrated portfolios of high-quality companies purchased when they offer us enough return for the risk we are exposed to. High-quality companies are industry leaders that generate high returns on capital with low debt.

What are diversified equity funds?

Diversified equity funds are portfolios designed to invest across a range of market sectors, assets, and/or geographical regions, irrespective of their size or whether they are large-, mid-, or small-caps. With a comprehensive range of holdings, these funds help safeguard your investments against localized market or sector fluctuations.

The primary aim of diversified equity funds is to achieve long-term capital appreciation through equity investments. Any equity mutual fund with such a broad investment scope can be termed a diversified equity fund. While index funds share a similar approach, Starlight Capital’s diversified equity solutions are actively managed concentrated portfolios with high active share.

Diversified Equities:

Starlight Capital Advantage

Starlight Capital Advantage

  • Concentrated portfolio
  • Sectors not available in Canada
  • Mid-cap exposure
  • Benchmark agnostic
  • High active share

Diversified Equities Expertise

Managing any diversified equities portfolio requires expertise and experience—a lot of it. At Starlight Capital, we have over two decades of active diversified equities portfolio management experience. Our unwavering commitment to delivering strong risk adjusted long-term performance has carved an award-winning track record that stands as a testament to our expertise.

Featured Funds

Find out the appropriate Starlight Capital diversified equity mutual fund that is best suited for you, or your client needs.
CATEGORY
Dividend
Starlight Dividend Growth Class
Seeks sustainable dividend growth of 10%+ from high-quality North American companies that can outperform in a variety of economic environments
AWARDS
2020 Lipper Fund Award Winner1
2021 Lipper Fund Award Winner2

CATEGORY
Growth
Starlight North American Equity Fund
Seeks reliable and repeatable growth from high-quality North American companies that can outperform in a variety of economic environments
AWARDS
2020 Lipper Fund Award Winner3
2022 Lipper Fund Award Winner4
2023 FundGrade A+ Award Winner5
Starlight Global Growth Fund
Seeks reliable and repeatable growth from high-quality global companies that can outperform in a variety of economic environments

 

Portfolio Managers & Diversified Equities Team / Resources

Starlight Capital’s strength comes from our portfolio managers and the expertise and experience that they provide.
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Dennis Mitchell

Chief Executive Officer and Chief Investment Officer

Dennis Mitchell joined Starlight Capital in March 2018 as Chief Executive Officer and Chief Investment Officer. He has over 20 years of experience in the investment industry and has held executive positions with Sprott Asset Management, serving as Senior Vice-President and Senior Portfolio Manager, and Sentry Investments, serving as Executive Vice-President and Chief Investment Officer.

Mr. Mitchell received the Brendan Wood International Canadian TopGun Award in 2009, 2010, and 2011 and the Brendan Wood International 2012 Canadian TopGun Team Leader Award. He also received the Afroglobal Television Excellence Award for Enterprise in 2020 and the Black Business and Professionals Association’s Harry Jerome President’s Award in 2021.

Mr. Mitchell holds the Chartered Financial Analyst and Chartered Business Valuator designations and earned a Master of Business Administration from the Schulich School of Business at York University in 2002 and an Honors Bachelor of Business Administration degree from Wilfrid Laurier University in 1998.

Mr. Mitchell currently sits on the Board of the Toronto Foundation and is Co-Founder and Director of the Black Opportunity Fund.

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Sean Tascatan

Senior Portfolio Manager

Sean Tascatan joined Starlight Capital in January 2023 as Senior Portfolio Manager. He has over 10 years of experience in the investment industry.

Mr. Tascatan most recently held a position at a Canadian independent asset management firm as the lead portfolio manager of numerous dividend funds, including a U.S. Dividend Growth Fund where he specialized in high-quality, dividend paying U.S. equities. Prior to that, he worked at Sentry Investments where he was a key member of an award-winning Equity Income team that garnered multiple Lipper Fund and Morningstar Investment Awards. There, he was the co-manager of a $3B U.S. Growth and Income Fund and a $500MM Diversified Equity Fund.

Mr. Tascatan holds the Chartered Financial Analyst designation and has completed the Options Licensing Course and has an Honours Bachelor of Arts degree in Economics and Financial Management from Wilfrid Laurier University.

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Michael Giordano

Senior Portfolio Manager

Michael Giordano joined Starlight Capital in September 2022 as Senior Portfolio Manager. He has over 25 years of experience in the investment industry.

Mr. Giordano most recently held a position with Stone Asset Management (“SAM”) as Vice-President, Senior Portfolio Manager. Prior to joining SAM, he spent 10 years in portfolio management with Pinetree Capital and Lawrence & Company. Prior to that, he managed internal audit at Gordon Capital from 1992 to 1996.

Mr. Giordano holds the Chartered Investment Manager (CIM®) and Chartered Accountant designations and earned a Master of Business Administration from the Schulich School of Business in 1995.

SUPPORTED BY A TEAM OF EQUITY ANALYSTS

SUBADVISORS

Starlight Global Growth Fund is sub-advised by Rathbones Group Plc.
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James Thomson

Portfolio Manager

Managed Funds: Starlight Global Growth Fund

James joined Rathbones in 2000, having grown up on the island of Bermuda and graduating from Cornell University in New York. He holds the Investment Management Certificate, is a Fellow of the Securities Institute, sits on the Executive Committee of Rathbones fund management business and was appointed as a Board Director of Rathbones Asset Management Limited in November 2006.

James has been lead manager of the Rathbone Global Opportunities Fund for the past 18 years. James has been involved with the management of the Rathbone Global Opportunities Fund since its inception in 2001 and was appointed co-manager in 2003 and sole manager in 2005. He is frequently quoted in the financial press and has won numerous fund management awards over his 20-year career.

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Sammy Dow

Portfolio Manager

Managed Funds: Starlight Global Growth Fund

Sammy is co-manager on the Rathbone Global Opportunities Fund. He joined Rathbones in July 2014 from JP Morgan Cazenove, where he worked for 14 years in Pan-European Equity Sales providing both primary and secondary advice to hedge funds, institutional and private clients. Sammy is a graduate of both Edinburgh and Cambridge University where he completed an MA in 2001.

Insights

Portfolio managers from Starlight Capital Diversified Equities team offer views and insights on current market and strategies, and news about opportunities they see today.

Speak to your advisor

For more information on Starlight Capital Diversified Equity Mutual Funds, contact your financial advisor.
Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the prospectus before investing. Investors should consult with their advisors prior to investing.

This material is for informational and educational purposes only. The information contained herein is not an offer to sell nor a solicitation to buy any security. Such an offer can only be made by prospectus or other applicable offering document.

There are ongoing fees and expenses associated with owning units of an investment fund. An investment fund must prepare disclosure documents that contain key information about the fund. You can find more detailed information about the fund in these documents.

Starlight Investments, Starlight Capital and all other related Starlight logos are trademarks of Starlight Group Property Holdings Inc.

1,2,3,4Refinitiv Lipper Fund Awards:

Refinitiv Lipper Fund Awards Canada 2020 Winner, Starlight Dividend Growth Class (Series A), Best Canadian Dividend & Income Equity Fund Over 3 Years.

Refinitiv Lipper Fund Awards Canada 2021 Winner, Starlight Dividend Growth Class (Series F), Best Canadian Dividend & Income Equity Fund Over 5 Years.

Refinitiv Lipper Fund Awards Canada 2020 Winner, Starlight North American Equity Fund (Series A), Best North American Equity Fund Over 3 Years.

Refinitiv Lipper Fund Awards Canada 2022 Winner, Starlight North American Equity Fund (Series F), Best North American Equity Fund Over 10 Years.

The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

5FundGrade A+® Awards:

Starlight North America Equity Fund was awarded the FundGrade A+® Award in the North American Equity category for the 12-month period ended December 31, 2023 out of a total of 76 funds.

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
© Copyright 2024 Starlight Investments Capital LP. All Rights Reserved.

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