“Investment Strategies to match individual objectives”
Our objective is to generate superior long-term results while protecting capital. 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.
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 and preferred shares
- Receive monthly income
- Managed in a pooled fund or segregated account structure
Balanced
- Generate long-term appreciation with low volatility through a combination of capital gains, dividends, and interest income in a value-oriented portfolio of stocks plus holdings of less volatile fixed income securities
- Equities represent 50-80% of portfolio weight and consist of 25-35 stocks with meaningful capital appreciation potential
- Fixed income is a mixture of bonds and preferred shares
- Managed in a pooled fund or segregated account structure
Value Equity
- Generate long-term appreciation through capital gains and dividends in a portfolio of value-oriented 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 structure
Performance Equity
- Generate absolute returns in excess of equity market returns in a concentrated portfolio of 10 to 15 of our highest-conviction value-oriented stocks
- Highest return portfolio objectives for higher risk tolerance
- Managed in segregated account structure