Canadian Equity – Core

Investment approach

Fundamental core style, allowing participation in both the value and the growth areas of the market. Portfolios consist of large and small/mid cap securities with no extremes in either style bias or individual security positions.

Key Characteristics

  • Experienced investment team
  • Core approach capturing both value and growth market opportunities
  • Unique fundamentally-driven ranking system and disciplined approach
  • Long term capital appreciation with low volatility
  • Provides exposure to a high quality Small Cap portfolio (representing 10%-15% of the overall portfolio) managed by a dedicated small cap team
  • Consistent, rigorous and repeatable investment process