News, Media & Awards

September 10, 2024

BNN Market Call – Andrey Omelchak, President & Chief Investment Officer of LionGuard Capital Management Inc., appeared on Business News Network (BNN)’s Market Call to discuss his views on market conditions and individual securities.

May 7, 2024

LionGuard Capital Management Celebrates Its 10th Anniversary and Introduces the LionGuard Performance Fund

June 15, 2023

LionGuard Capital Management Inc. is pleased to announce that our flagship long/short strategy has been chosen by the Programme des gestionnaires en émergence du Québec to be included in their alternative portfolio.

July 29, 2022

BarclayHedge Recognition Award for Excellence Top 10 June 2022 for LionGuard Opportunities Fund

June 15, 2022

LionGuard Capital Management Inc. is pleased to announce that Josh Wilson is joining its team as Chief Compliance Officer.

February 3, 2021

Bloomberg : article covering LionGuard’s strong asset growth, outstanding track record and successful launch of a new product.

February 3, 2021

LionGuard Capital Management is pleased to announce the successful launch of the LionGuard U.S. Small Cap Fund.

January 19, 2021

LionGuard Capital Management is excited to announce it is joining forces with Oak Hill Financial to expand financial advisors’ access to its outstanding investment solutions across the country.

December 3, 2020

Quebec Emerging Managers Program acknowledges the performance of LionGuard Capital Management. This article is available in French only.

October 30, 2020

BarclayHedge Recognition Award for Excellence Top 10 September 2020 for LionGuard Opportunities Fund


Awards & Recognition

BarclayHedge Recognition Award for Excellence Top 10 June 2022 for LionGuard Opportunities Fund

Quebec Emerging Managers Program acknowledges the performance of LionGuard Capital Management

BarclayHedge Recognition Award for Excellence Top 10 September 2020 for LionGuard Opportunities Fund

Top contender for Best 1 Year Return (Market Neutral Category): Canadian Hedge Fund Awards 2020

BarclayHedge Recognition Award for Excellence Top 10 November 2019 for LionGuard Opportunities Fund

LionGuard Capital Management set to accelerate growth through new partnership with Walter Global Asset Management

Quebec Emerging Managers Program acknowledges the performance of LionGuard Capital Management

Top contender for Best 1 Year Return (Equity Focused Category): Canadian Hedge Fund Awards 2017

LionGuard Capital Management Inc. has been selected for another institutional mandate allocation, by the Québec Emerging Managers Program (the “QEMP”)

LionGuard Opportunities Fund is now registered and open for purchases through FundSERV

Quebec Emerging Managers Program announced selected Québec fund managers (including LionGuard Capital Management Inc.)

AI 2016 International Fund Awards Winner: “Best Canadian Fund (Risk-Adjusted Returns Since Inception): LionGuard Opportunities Fund LP”.

Best Long/Short Equity Manager – Canadian & Best Canadian Long/Short Equity Fund (1 Year)

Legal Disclaimer

Accredited Investor Status Questionnaire

Units of the Funds are offered to qualified investors resident in the provinces and territories of Canada (the “Offering Jurisdictions”) pursuant to applicable exemptions from the prospectus requirements of the securities laws in the Offering Jurisdictions. Qualified investors must rely on one of the following exemptions available to purchase units of the Funds:

1. ACCREDITED INVESTOR EXEMPTION:
The Funds will accept subscriptions from investors who qualify as an “accredited investor” under the meaning of National Instrument 45-106 Prospectus  Exemption ("NI 45-106") or, for Ontario residents, Section 73.3 of the Securities Act (Ontario). Some of the most common ways to qualify as an accredited investor are:

(d) a person registered under the securities legislation of a jurisdiction of Canada as an adviser or dealer;

(e) an individual registered or formerly registered under the securities legislation of a jurisdiction of Canada as a representative of a person referred to in paragraph (d);

(j) an individual who, either alone or with a spouse, beneficially owns financial assets having an aggregate realizable value that before taxes, but net of any related liabilities, exceeds $1,000,000;

(k) an individual whose net income before taxes exceeded $200,000 in each of the 2 most recent calendar years or whose net income before taxes combined with that of a spouse exceeded $300,000 in each of the 2 most recent calendar years and who, in either case, reasonably expects to exceed that net income level in the current calendar year;

(Note: If individual accredited investors wish to purchase through wholly-owned holding companies or similar entities, such purchasing entities must qualify under section (t) below, which must be initialed.)

(l) an individual who, either alone or with a spouse, has net assets of at least $5,000,000;

(m) a person, other than an individual or investment fund, that has net assets of at least $5,000,000 as shown on its most recently prepared financial statements;

(n) an investment fund that distributes or has distributed its securities only to:

(i) a person that is or was an accredited investor at the time of the distribution,

(ii) a person that acquires or acquired securities in the circumstances referred to in sections 2.10 [Minimum amount investment] or 2.19 [Additional investment in investment funds] of NI 45- 106, or

(iii) a person described in paragraph (i) or (ii) that acquires or acquired securities under section 2.18 [Investment fund reinvestment] of NI 45-106;

(o) an investment fund that distributes or has distributed securities under a prospectus in a jurisdiction of Canada for which the regulator or, in Québec, the securities regulatory authority, has issued a receipt;

(p) a trust company or trust corporation registered or authorized to carry on business under the Trust and Loan Companies Act (Canada) or under comparable legislation in a jurisdiction of Canada or a foreign jurisdiction, acting on behalf of a fully managed account managed by the trust company or trust corporation, as the case may be;

(q) a person acting on behalf of a fully managed account managed by that person, if that person is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a jurisdiction of Canada or a foreign jurisdiction;

(r) a registered charity under the Income Tax Act (Canada) that, in regard to the trade, has obtained advice from an eligibility adviser or an adviser registered under the securities legislation of the jurisdiction of the registered charity to give advice on the securities being traded;

(s) an entity organized in a foreign jurisdiction that is analogous to any of the entities referred to in paragraphs (a) to (d) or paragraph (i) in form and function;

(t) a person in respect of which all of the owners of interests, direct, indirect or beneficial, except the voting securities required by law to be owned by directors, are persons that are accredited investors;

(u) an investment fund that is advised by a person registered as an adviser or a person that is exempt from registration as an adviser, or;

(v) a person that is recognized or designated by the securities regulatory authority or, except in Ontario and Québec, the regulator as an accredited investor.