• 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.

Learn more about Enhanced Income

Core Equity

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

Learn more about Core Equity

Performance Equity

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

Learn more about Performance Equity