{"id":334,"date":"2022-07-21T19:27:49","date_gmt":"2022-07-21T19:27:49","guid":{"rendered":"https:\/\/gq3.ca\/?page_id=334"},"modified":"2026-04-27T17:37:39","modified_gmt":"2026-04-27T17:37:39","slug":"investment-strategies","status":"publish","type":"page","link":"https:\/\/gq3.ca\/en\/investment-strategies\/","title":{"rendered":"Investment strategies"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"334\" class=\"elementor elementor-334\">\n\t\t\t\t<div class=\"elementor-element elementor-element-27dfe2d7 e-con-full e-flex e-con e-parent\" data-id=\"27dfe2d7\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2af8ef9 e-con-full e-flex e-con e-parent\" data-id=\"2af8ef9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-3a87cf77 e-flex e-con-boxed e-con e-child\" data-id=\"3a87cf77\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-49729193 elementor-widget elementor-widget-heading\" data-id=\"49729193\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Strategies\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-77fbd270 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"77fbd270\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div class=\"wpb_row vc_row vc_row-fluid mk-fullwidth-true attched-false small-bg vc_custom_1659011929357 js-master-row mk-in-viewport\"><div class=\"mk-grid\"><div class=\"vc_col-sm-12 wpb_column column_container vc_custom_1658946199829 _ height-full\"><div id=\"text-block-3\" class=\"mk-text-block \"><div class=\"wpb_row vc_row vc_row-fluid mk-fullwidth-true attched-false small-bg vc_custom_1659011929357 js-master-row mk-in-viewport\"><div class=\"mk-grid\"><div class=\"vc_col-sm-12 wpb_column column_container vc_custom_1658946199829  _ height-full\"><div id=\"text-block-3\" class=\"mk-text-block   \"><p>We currently offer the following investment strategies : Dynamic and Defensive<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-21040f40 elementor-absolute elementor-widget elementor-widget-image\" data-id=\"21040f40\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_position&quot;:&quot;absolute&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"869\" height=\"387\" src=\"https:\/\/gq3.ca\/wp-content\/uploads\/2022\/07\/bg-banner.png\" class=\"attachment-large size-large wp-image-187\" alt=\"\" srcset=\"https:\/\/gq3.ca\/wp-content\/uploads\/2022\/07\/bg-banner.png 869w, https:\/\/gq3.ca\/wp-content\/uploads\/2022\/07\/bg-banner-768x342.png 768w\" sizes=\"(max-width: 869px) 100vw, 869px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0a0f109 e-con-full e-flex e-con e-parent\" data-id=\"0a0f109\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-b869d9c e-flex e-con-boxed e-con e-child\" data-id=\"b869d9c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-df70fa5 elementor-widget elementor-widget-heading\" data-id=\"df70fa5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">DYNAMIC<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9c925a9 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"9c925a9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div class=\"wpb_row vc_row vc_row-fluid mk-fullwidth-true attched-false small-bg vc_custom_1659011929357 js-master-row mk-in-viewport\"><div class=\"mk-grid\"><div class=\"vc_col-sm-12 wpb_column column_container vc_custom_1658946199829 _ height-full\"><div id=\"text-block-3\" class=\"mk-text-block \"><div class=\"wpb_column vc_column_container vc_col-sm-6\"><div class=\"vc_column-inner \"><div class=\"wpb_wrapper\"><div id=\"text-block-5\" class=\"mk-text-block   \"><p>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&amp;P\/TSX Composite, S&amp;P 500 and S&amp;P 1000). This strategy can complement our clients\u2019 more traditional, benchmark driven portfolios by focusing on strong capital growth using a dynamic investment process and active risk management.<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-80d91ec e-flex e-con-boxed e-con e-child\" data-id=\"80d91ec\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f740244 elementor-widget elementor-widget-heading\" data-id=\"f740244\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Defensive<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e9e794f elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"e9e794f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div class=\"wpb_row vc_row vc_row-fluid mk-fullwidth-true attched-false small-bg vc_custom_1659011929357 js-master-row mk-in-viewport\"><div class=\"mk-grid\"><div class=\"vc_col-sm-12 wpb_column column_container vc_custom_1658946199829 _ height-full\"><div id=\"text-block-3\" class=\"mk-text-block \"><div class=\"wpb_row vc_row vc_row-fluid mk-fullwidth-true attched-false vc_custom_1662666376717 js-master-row mk-in-viewport\"><div class=\"vc_col-sm-10 strategie-def-dyn wpb_column column_container _ height-full\"><div class=\"wpb_row vc_inner vc_row vc_row-fluid attched-false \"><div class=\"wpb_column vc_column_container vc_col-sm-6\"><div class=\"vc_column-inner \"><div class=\"wpb_wrapper\"><div id=\"text-block-7\" class=\"mk-text-block \"><p>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\u2019 core\/benchmark driven portfolios in a stable and prudent manner through a defensive long term focused strategy with strong capital preservation during adverse markets.<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d588d33 e-con-full e-flex e-con e-parent\" data-id=\"d588d33\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-eb7c7bf elementor-widget elementor-widget-html\" data-id=\"eb7c7bf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<table width=\"100%\">\r\n<thead>\r\n<tr>\r\n<th class=\"head-blue\"><\/th>\r\n<th class=\"head-lightblue\">Dynamic strategy<\/th>\r\n<th class=\"grey\">Defensive strategy<\/th>\r\n<\/tr>\r\n<\/thead>\r\n<tbody>\r\n<tr>\r\n<td class=\"rotate\">Objective<\/td>\r\n<td>Significant wealth growth<\/td>\r\n<td>Prudent wealth management<\/td>\r\n<\/tr>\r\n<tr>\r\n<td class=\"rotate\">Approach<\/td>\r\n<td>Quantitative and momentum driven<\/td>\r\n<td>Quantitative and fundamental driven<\/td>\r\n<\/tr>\r\n<tr>\r\n<td class=\"rotate\">Investment horizon<\/td>\r\n<td>From 75-100% per annum<\/td>\r\n<td>From 10-25% per annum<\/td>\r\n<\/tr>\r\n<tr>\r\n<td class=\"rotate\">Benchmark<\/td>\r\n<td>1\/3 S&amp;P\/TSX + 2\/3 S&amp;P 500 ($C)<\/td>\r\n<td>MSCI World, Net ($C)<\/td>\r\n<\/tr>\r\n<tr>\r\n<td class=\"rotate\">Target return<\/td>\r\n<td>Benchmark + 5%, after fees<\/td>\r\n<td>Benchmark + 2%, after fees<\/td>\r\n<\/tr>\r\n<tr>\r\n<td class=\"rotate\">Risk level<\/td>\r\n<td>High (up to 2 times the benchmark\u2019s)<\/td>\r\n<td>Moderate, generally lower than benchmark<\/td>\r\n<\/tr>\r\n<tr>\r\n<td class=\"rotate\">Country exposure<\/td>\r\n<td>Canada: 30 \u2013 35%<br>\r\nUnited States: 65 \u2013 70%<\/td>\r\n<td>Canada: 0 \u2013 25%<br>\r\nUnited States: 50 \u2013 100%<br>\r\nOthers: 0 \u2013 25%<\/td>\r\n<\/tr>\r\n<tr>\r\n<td class=\"rotate\">Sector exposure<\/td>\r\n<td>Minimum of 4 sectors<br>\r\nMaximum of 35% in anyone sector<\/td>\r\n<td>Minimum of 4 sectors<br>\r\nMaximum of 35% in anyone sector<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Strategies We currently offer the following investment strategies : Dynamic and Defensive DYNAMIC 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&amp;P\/TSX Composite, S&amp;P 500 and S&amp;P 1000). This strategy can complement our clients\u2019 more traditional, benchmark driven portfolios [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":295,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-334","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Investment strategies | Gestion Quantum III<\/title>\n<meta name=\"description\" content=\"We currently offer the following investment strategies : Dynamic and Defensive\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gq3.ca\/en\/investment-strategies\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta 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