Bloom Burton Canadian Healthcare Fund LP

 Equity Fund 

Fund Profile

The Fund intends to achieve superior returns by investing in equity and equity-linked securities of Canadian healthcare and biotechnology companies.

The Fund will use both long and short strategies that may include options and warrants.

Latest Fund Report

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Counterparties & Terms 

Inception Date Sep-13
Management Fee 2%
Performance Fee 20% (annual)
High Water Mark 12 Month Reset
Subscriptions/Liquidity Monthly
Lock Up No
Auditor Goodman & Co.
Prime Brokers BMO Nesbitt Burns
Counsel Baker McKenzie
Administrator SGGG FSI
Fund Currency Canadian Dollars
Fund Code BBI310(A) BBI320(F)
Fund Code (Registered Account Eligible) BBI410(A) BBI420(F)

 

*The RRSP eligible version of the Bloom Burton Canadian Healthcare Fund LP, known as the BBCH (RSP) Fund, is designed to replicate the performance of the Bloom Burton Canadian Healthcare Fund.

Compound Returns

Years Year January February March April May June July August September October November December Year-to-Date
1 2022 -14.4% -4.2% -3.2% -8.1% -7.1% -7.4% 1.5% 3.3% -8.6% 2.0% -2.6% 8.4% -35.2
2 2021 4.0% 10.0% -3.7% 0.1% -6.6% -1.0% -3.2% -6.9% 5.6% 3.7% -11.2% -4.4% -14.6%
3 2020 8.6% -4.1% -19.0% 25.4% 2.3% -4.2% -2.7% 10.9% 5.1% 3.6% 1.3% 14.8% 41.8%
4 2019 13.3% 8.8% 7.6% -5.4% -7.3% 15.3% -1.0% -5.7% 1.1% -0.1% 4.5% 3.0% 36.2%
5 2018 6.0% -6.2% -0.5% -6.1% -3.6% -2.4% 6.2% 17.2% 1.2% -7.3% -3.0% -8.5% -9.3%
6 2017 -2.6% 4.5% 9.3% 0.9% -0.1% -12.7% -9.5% -1.4% 0.5% 1.1% -2.0% -8.8% -20.6%
7 2016 -11.5% -7.1% 7.3% 14.0% -5.2% 1.0% 3.4% 10.1% 0.0% -5.0% -12.9% -2.6% -11.7%
8 2015 9.5% 11.1% 10.8% 6.5% 4.1% 19.7% -3.0% -12.7% -0.8% -11.2% -4.7% -1.1% 25.7%
9 2014 40.7% 16.7% 0.2% -7.0% -17.1% 12.9% -12.1% -2.3% -6.6% -1.1% 13.3% 9.9% 41.4%
10 2013 2.6% -3.8% -1.8% 26.9% 23.0%

*Partial year

Michael Brown CFA

Portfolio Manager

T: 416-551-1659

E: mbrown@bloomburton.com