“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
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