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Investment Strategies

“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 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

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 structure

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