Investment process
The strategy invests in a diversified portfolio of Canadian equities selected through a process focused on rigorous fundamental analysis and long-term value creation.
Portfolio managers favour an agile approach to take advantage of market opportunities, focusing on industry leaders and companies generating positive free cash flow. Security selection is focused on quality.
The core of the portfolio is composed of securities of large, well-capitalized companies that provide diversified sector participation in the Canadian economy. Securities of small- and mid-cap companies with strong long-term growth potential complement this core.
The portfolio’s cash is used to preserve capital when market conditions are unfavourable and, from time to time, for strategic purposes.
Long-term capital appreciation
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Rigorous fundamental analysis
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