This strategy is a well-diversified all-cap portfolio with exposure to all economic sectors. The return objective is to outperform the market index as well as peers over a market cycle. Portfolio construction is a key component of the process in achieving these goals.
100% S&P/TSX Composite Index
Philosophy and process
The strategy aims to achieve added value to its reference benchmark with a level of risk that is equal to or less than that of the benchmark.
The investment process is based on fundamental analysis and combines a bottom-up approach, researching companies with favourable growth opportunities from all sectors of the market, with a top-down approach (macroeconomic analysis). This is complemented by a robust risk-management oversight process.
Up to 10% of the portfolio can be invested in the U.S. market to complement current portfolio holdings.
Typical number of securities held ranges from 130 to 150.
The valuation process is based on extensive cash-flow analysis combined with a qualitative framework emphasizing strong business models, management quality, and ESG strengths.
Why invest in these strategies?
Predominantly Canadian Equity exposure with a proven 20-year track record of outperformance through market cycles.
Stable and skilful management team that has outperformed the index in 16 out of 20 years.
Consistent top-quartile managers on a risk-adjusted basis.
Opportunity to invest alongside a Brendan Wood International 2021-2022 Top Gun Investment Minds team.