Canadian Equity – Low Beta Growth Strategy

Investment approach

Systematic investment process that focuses on identifying mid-to large cap firms with strong growth potential through a concentrated portfolio of 35 stocks. The team works on identifying stocks with growth characteristics that exhibit low systematic risk. The strategy focuses on low beta stocks and, those with greater residual risk, will be over weighted to better capture this, benchmark constrained overlooked, area of the market. This active, benchmark agnostic, process is built to maximize risk adjusted returns.

Key Characteristics

  • Systematic, transparent and robust portfolio construction process geared towards extracting mid-to large cap stocks with strong growth potential
  • Maximized risk adjusted returns with a benchmark agnostic approach
  • Low systematic risk
  • Target stocks overlooked by the market because of tracking error restrictions (benchmark constraints)