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  5. PFMN: This ETF seems to have a long/short strategy of low volatility. [Picton Mahoney Fortified Market Neutral Alternative Fund]
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Q: This ETF seems to have a long/short strategy of low volatility. 2 questions please:

1. including dividends are they keeping up with the the TSX index total return since inception?
2. is there a guaranteed market maker to keep the shares of PFMN.TO in line with its NAV or is it possible a premium or discount could happen in the future?

thanks
Asked by Tony on February 04, 2025
5i Research Answer:

Since-inception return is 8.51%. This is below the TSX return but beating the TSX is not the fund's goal. The key here is its volatility control. The fund rose 5.68% in 2022 while the TSX fell 9%. We would consider this fairly impressive. We (Peter) worked with many of the managers at Picton Mahoney in the early 2000s. Performance may not be exciting, but certainly from a market neutral standpoint they know how to run a fund. There is a market maker but they are under no obligation to maintain price close to NAV.