Canadian Equity

Investment approach

Our philosophy is based on the belief that we can build wealth for our clients by investing in high quality and attractively valued companies. We follow a conservative and disciplined investment approach with an emphasis on downside protection and capital preservation.

Key Characteristics

  • Long term investing ensures emphasis on attractively valued high quality companies and consistency of performance
  • Disciplined, high conviction approach from which this experienced team does not deviate
  • Strong risk-adjusted returns, as shown by a high information ratio, top ranking relative to its peers