Canadian Equity – Small Capitalization “Core”

Investment approach

Fundamentally-driven, bottom-up approach which focuses on small and mid cap securities and blends both value and growth characteristics by investing in strong companies with growing earnings available at reasonable prices.

Key Characteristics

  • Experienced management team
  • Unique fundamentally-driven ranking system and disciplined approach
  • Best-of-breed companies with entrepreneurial management teams and significant ownership interest in their companies
  • Long term capital appreciation with low volatility
  • Proven ability to outperform across market environments as measured by both up and down market capture
  • Consistent, rigorous and repeatable investment process