New Altamira Value Fund — Investor Relations & Filings

The New Altamira Value Fund is structured as a closed-end investment trust, historically managed by Altamira Management Ltd. Its primary objective is capital appreciation, typically achieved through disciplined investment in a diversified portfolio of undervalued equity securities. The fund operates under the broader management framework of National Bank Investments (NBI). NBI utilizes an open architecture model, selecting external portfolio managers based on rigorous criteria that assess organizational strength, proven management processes, and optimized portfolio construction. A key component of the investment strategy involves the integration of Environmental, Social, and Governance (ESG) factors, aiming to deliver strong, risk-adjusted returns to investors.