About Guardian Capital Group
Guardian Capital Group Limited (Guardian) is a diversified, global financial services company. Founded in 1962, our reputation for steady growth, long-term relationships and core values of trustworthiness, integrity and stability have been key to our success over 60 years.
*Guardian Capital LP is a wholly owned subsidiary of Guardian Capital Group Limited and the successor to its original investment management business, which was founded in 1962.
Alta Quality Growth Fund
A concentrated portfolio of 30 to 35 domestically traded mid- and large-cap companies. This Fund incorporates the core elements of Alta’s Quality Growth investment approach.
Guardian Capital Fundamental Global Equity Fund
A concentrated portfolio of 20 to 25 globally traded mid- and large-cap companies. This Fund is constructed using bottom-up fundamental analysis and a long-term investment view.
Since the start of 2022, growing inflation and rising interest rates have contributed to a marked increase in market volatility...
dividend, income, yield
Over the past decade and a half, the difficulty in putting together reviews like this has been in thinking up something new to say...
geopolitics, financial markets
The S&P 500 declined nearly 5% in the first quarter with growth equity benchmarks down close to 10%. Coming into 2022...
investing, inflation, volatility
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.