Terra Small Cap Growth Fund

>> Download the 3-Page Fund Facts PDF

Quick Facts
Date fund created
May 1, 2013
Portfolio Manager
Cypress Capital Management
Distributions
Capital gain, Income
Management expense ratio
2.71% - Class A
1.86% - Class F
Minimum investment*
$1,000 for Class A
$10,000 for Class F

* for Accredited and/or Eligible Investors

CURRENT NAVs

As at JUNE 30, 2023

Class A
$7.7449

TER530

$7.7449
Class R
$7.7151

TER550

$7.7151
Class F
$8.3440

TER540

$8.3440

ADDITIONAL RESOURCES

Fund Facts PDF

A detailed 3-page overview of the Terra Small Cap Growth Fund

Investment team

Terra's portfolio manager has a strong capability in flow-through resource investments

Portfolio Manager
Cypress Capital Management Ltd.

Cypress will source and direct investments for the Partnership. Founded in 1998 in Vancouver, Cypress is a boutique money manager made up of a team of investment professionals managing over $4 billion in assets for institutional and private clients. 
 

Brad Bay, CFA is Portfolio Manager for the Partnership and previously worked at Haywood Securities as an Analyst in the Investment Banking and Corporate Finance group and Priviti Capital as an oil & gas equity analyst. Brad joined Cypress in 2017 as an Analyst and was promoted to Portfolio Manager in 2019. He was co-manager of the Terra 2019, 2020, 2021 and 2022 Short-Term Flow-Through Limited Partnerships. Brad is portfolio manager for the Terra 2023 Short-Term Flow-Through LP & Terra Small Cap Growth Fund and co-manages over $1.1 billion at Cypress Capital. Mr. Bay holds a B.Comm from the Haskayne School of Business at the University of Calgary and became a Chartered Financial Analyst charterholder in 2018.