Canadian Equity – Fossil Fuel Free

Investment approach

The long-term success of our Canadian Equity Fossil Fuel Free Strategy is rooted in a quality investment philosophy. The aim of such an approach is to invest in businesses for the long-term (not trade stocks) that are profitable and well-established with durable, defensible attributes and can generate good returns on investment. We believe a focus on quality businesses combined with our disciplined approach to valuation and long-term holding period will continue to compound wealth for our clients.
This strategy does not own any stocks in the Energy or Utilities sectors. The goal is to construct a portfolio with a materially lower carbon footprint, without sacrificing long-term returns.
As long-term investors, we believe that integrating Environmental, Social and Governance factors into our investment process helps us to identify high-quality, sustainable businesses, as well as material risks and opportunities to the long-term value of our investments.

Key Characteristics

  • Long-term investing approach with a high degree of capital preservation in falling markets
  • Disciplined, repeatable investment process focusing on high quality, attractively valued companies
  • Strong risk-adjusted returns; top ranking relative to peers
  • Significantly lower carbon footprint