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Investment Strategies

“Investment strategies that reflect individual objectives”

Our focus is on growing your wealth while optimizing investment diversification. We believe the best way to deliver a consistent result is through a value-based investment approach using a multi-step and repeatable process to find high-quality businesses that are trading for less than we think they are worth.

 

Investment Strategies

Fixed Income
  • Invests in government bonds (federal, provincial, municipal), corporate bonds, and asset / mortgage backed securities with conservative duration and limited foreign exposure
  • All securities are investment grade quality
Credit Opportunities
  • Invests in high yield public debt, convertible debt, preferred shares, as well as government bonds and investment grade corporate bonds
  • Provides attractive risk adjusted returns and can help diversify your overall investment portfolio
  • Offers better returns than traditional fixed income due to low interest rates, with significantly lower risk and volatility than public equities

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Enhanced Income
  • Generate long-term, tax efficient returns in a low volatility portfolio of stocks and fixed income securities, positioned for higher monthly income generation
  • Equities represent 35-60% of portfolio weight and consists of 25-35 dividend yielding stocks
  • Fixed income is a mixture of bonds & preferred shares
  • Receive monthly income
  • Managed in a pooled fund or segregated account
Core Equity
  • Generate long-term appreciation through capital gains and dividends in a portfolio of stocks
  • 100% weighted in equities
  • 25-35 stocks, each with meaningful capital appreciation potential
  • North American and global focus
  • Higher return portfolio objectives for above average risk tolerance
  • Managed in segregated account only
Performance Equity
  • Generate absolute returns in excess of equity market returns in a concentrated portfolio of 10 to 15 of our highest-conviction stocks
  • Highest return portfolio objectives for higher risk tolerance
  • Managed in segregated account structure