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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

Enhanced Income

Seeks to generate long-term, tax-efficient returns in a low-volatility portfolio of stocks and bonds, positioned for higher monthly income generation. Clients can choose to receive monthly income or reinvest the income.

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Core Equity

Targets long-term appreciation through capital gains and dividends in a portfolio of value-oriented stocks, each with meaningful capital appreciation potential.

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Performance Equity

Seeks absolute returns in excess of equity market returns in a concentrated portfolio of 10 to 15 of our highest-conviction value-oriented stocks.

Learn more about Performance Equity