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| MISSION STATEMENT |
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| Qwest Investment Management Corp.’s ("Qwest") mission is to be recognized as a leader in those sectors of the Canadian capital markets in which it participates in and will achieve this goal by delivering quality investment products and effective portfolio management, thereby providing an opportunity for superior investment performance. |
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| CORPORATE PROFILE |
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Qwest Investment Management Corp. is an investment management firm which
specializes in identifying and structuring investment products. Qwest is currently focused on investments in the natural
resource sector.
Qwest's executive management team has over 100 years of combined experience in corporate and
financial product structuring and investment management which provides the team with the skills required to evaluate
and profitably manage the risk and rewards inherent in the capital market industry.
Qwest is the parent company of both Qwest Investment Fund Management Ltd., a company which provides investment advisory,
portfolio management services and fund management services; and Heritage Bancorp Ltd., a company which provides administrative services. |
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| QWEST'S INVESTMENT PRODUCTS |
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| Oil & Gas and Mining Sectors |
Flow-Through Funds: Qwest Investment Management Corp.
is an industry leader in the structuring, marketing and management of tax-effective flow-through products. Qwest launched
its first flow-through offering in 2003 and has successfully completed thirteen flow-through offerings since that time. The
Portfolio Management Team continues to be strategically focused on investing in flow-through shares issued by Canadian
resource companies including oil and gas and mining growth companies. The focus is on those companies which have: experienced
management teams; focused assets and production growth opportunities; qualified land and operational teams; a risk management
strategy; and management with capital markets expertise and financial acumen.
Mutual Fund: Qwest launched their first mutual fund in the spring of 2006 to accommodate the rollover of Qwest's numerous flow-through offerings to a mutual fund. When QE Funds Corp., a mutual fund corporation, was launched it offered Series A shares of the corporation, the Qwest Energy Canadian Resource Class shares. QE Funds Corp., offering Series A shares of Qwest Energy Canadian Resource Class, may acquire assets of limited partnerships on a tax-deferred basis that have an adjusted cost base that is less than the amount paid for these assets. The Mutual Fund will invest primarily in the energy and resource sector, which involves companies engaged in industries such as oil and gas, mining and minerals, forestry, alternative energy and other resources. Shares of the mutual fund are only available to the rollover of past and future QIM flow-through limited partnerships and their limited partners who roll over into the mutual fund, therefore shares of the mutual fund are not available to any other investors.
Specialty Fund: The Qwest Energy Canadian Specialty Energy Fund was specifically designed for Canadian Accredited Investors with a continuous offering of Series A and F Units on a private placement basis. The investment focus of this fund is the energy sector. The fund acquires and manages equity investments and convertible debt securities in publicly traded companies and private companies (up to 30%). This may include companies with a focus on: conventional oil and gas exploration and development; the oil sands; unconventional resources; oil and gas service companies; transportation and infrastructure; and alternative energy. |
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