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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

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.

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Balanced

Targets long-term appreciation with low volatility through a combination of capital gains, dividends, and interest income in a value-oriented portfolio of stocks, combined with holdings of less volatile bonds.

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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