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