Strategies
We currently offer the following investment strategies : Dynamic and Defensive
Actively managed, high conviction portfolio comprised of a maximum of 25 stocks derived from proprietary quantitative models run against three broad North American indices (S&P/TSX Composite, S&P 500 and S&P 1000). This strategy can complement our clients’ more traditional, benchmark driven portfolios by focusing on strong capital growth using a dynamic investment process and active risk management.
The strategy is an actively managed, high conviction portfolio invested in a maximum of 25 high quality companies defined as being sustainable businesses capable of generating stable cashflows with limited leverage. It aims to grow our clients’ core/benchmark driven portfolios in a stable and prudent manner through a defensive long term focused strategy with strong capital preservation during adverse markets.
| Dynamic strategy | Defensive strategy | |
|---|---|---|
| Objective | Significant wealth growth | Prudent wealth management |
| Approach | Quantitative and momentum driven | Quantitative and fundamental driven |
| Investment horizon | From 75-100% per annum | From 10-25% per annum |
| Benchmark | 1/3 S&P/TSX + 2/3 S&P 500 ($C) | MSCI World, Net ($C) |
| Target return | Benchmark + 5%, after fees | Benchmark + 2%, after fees |
| Risk level | High (up to 2 times the benchmark’s) | Moderate, generally lower than benchmark |
| Country exposure | Canada: 30 – 35% United States: 65 – 70% |
Canada: 0 – 25% United States: 50 – 100% Others: 0 – 25% |
| Sector exposure | Minimum of 4 sectors Maximum of 35% in anyone sector |
Minimum of 4 sectors Maximum of 35% in anyone sector |
