Canadian Equity – Ex-Energy

Investment approach

The team believes that they can build wealth for clients by investing in
high quality and attractively valued companies. The strategy follows a
conservative and disciplined investment approach with an emphasis on
capital preservation.

Environmental, Social, and Governance considerations are integrated into the
investment process. ESG analysis helps to identify high-quality, sustainable
businesses as well as any material risks and opportunities to the long-term
value of our investments.

The team also manages Ethical and Fossil Fuel Free mandates.

Key Characteristics

  • Long-term, conservative approach focused on capital preservation
  • Disciplined, repeatable, investment process seeking high quality, attractively-valued companies
  • Strong risk-adjusted returns, as shown by a high information ratio; top ranking relative to peer