The IPOX® Canada Opportunities (ICDX)

The IPOX® Canada Opportunities Portfolio (Ticker: ICDX) is a leading benchmark for investors seeking exposure to select Canadian companies that have recently gone public, including IPOs, spin-offs, IPO M&As and other Equity Capital Market (ECM) deals. The portfolio is reconstituted and readjusted quarterly to maintain its focus on the most promising new listings in the Canadian market.

Key features of the IPOX® Canada Opportunities include:

  • Captures Canadian IPO, IPO acquisition and spin-off activity over the past 4 years and beyond, providing comprehensive exposure to the Canadian new listings market

  • Utilizes a specialized IPOX®'s proven and proprietary index technology to select the 30 largest and most liquid recent IPOs and spin-offs from the IPOX® Composite Index

  • Employs a market-cap weighting scheme with a 10% cap on all constituents to ensure diversification

  • Rebalances on a quarterly basis to maintain exposure to new listings and IPO M&A Corporate Actions.

The Canadian Market in Focus

Canada's technology and information services sector is well-represented in the IPOX® Canada Opportunities portfolio. Companies like Constellation Software, Thomson Reuters, Celestica, MDA Space, and Lumine Group showcase the country's strength in software, IT services, information, aerospace, and communications technology. These innovative firms leverage cutting-edge capabilities to drive growth across various industries.

The portfolio also features prominent financial services companies, such as Fairfax Financial Holdings, Intact Financial, TMX Group, and Brookfield Asset Management. These firms highlight the diversity and strength of Canada's financial sector, with expertise spanning insurance, exchange operations, and asset management.

Beyond technology and financial services, the IPOX® Canada Opportunities portfolio includes leading companies from diverse sectors reflecting the breadth of the Canadian economy. Examples include Agnico Eagle Mines (Materials), Enbridge and Pembina Pipeline (Energy Infrastructure), RB Global (Industrials/Marketplace), Dollarama (Consumer Discretionary), and Fortis (Utilities).

For investors seeking to participate in the growth of Canada's "New Generation" of public companies, the IPOX® Canada Opportunities portfolio provides a unique, one-stop solution. Its rules-based methodology and quarterly rebalancing aim to systematically capture the performance of these innovative growth companies.

Contact info@ipox.com to learn more about licensing and sub-advisory opportunities
to provide exposure to the most promising new listings in the Canadian market.