Brigata Capital Management Inc., an affiliate of Ottawa-based Independent Planning Group (IPG), today unveiled its new line-up of Brigata mutual funds.

The new funds are Brigata Canadian Equity Fund and Brigata Canadian Balanced Fund.

C.F.G. Heward Investment Management Ltd. of Montreal is the portfolio manager of the Brigata Canadian Equity Fund, while the Brigata Canadian Balanced Fund is managed by Ottawa based Doherty & Associates Ltd.

Established in 1981, C.F.G. Heward has historically offered professional investment management and advisory services to private investors, family trusts, estates, holding companies and foundations. The philosophy of C.F.G. Heward is to preserve and increase the wealth of its clients by achieving consistent, above average long-term returns. The firm uses a disciplined investment process to identify companies with predictable and sustainable earnings growth and whose full value has yet to be realized by the markets.

Established in 1979, Doherty & Associates Ltd. is similarly focused on providing investment advisory services to high net worth individuals, endowments and foundations. The investment philosophy at Doherty & Associates is to provide the Brigata Canadian Balanced Fund with long-term investment returns while reducing portfolio risk and volatility. The firm places an emphasis on risk control and, using their value-oriented fundamental approach, seeking opportunities in the market place. Doherty & Associates uses a disciplined investment process which takes the entire investment universe and narrows investment options to only companies with market leadership, quality management and excellent businesses.

Brigata funds will be marketed exclusively by the advisors of IPG, many of whom have aligned themselves with the Brigata opportunity by acquiring a minority ownership interest in Ottawa-based Brigata Capital Management Inc., the manager of the Brigata Funds

“We have structured this offering to ensure that the objectives of our clients and advisors are properly aligned. As the value of our client’s investments grow over time, so to does the equity value of Brigata Capital”, says Vince Valenti, president of Brigata Capital.

IPG is a mutual fund dealer that provides a wide range of innovative services to support its network of over 200 independent financial advisors. it has more than $2.5 billion of assets under administration.