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