OUR STRATEGIES
Legacy Porfolios
Available in both $CAD and $USD denominated accounts
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Legacy, to us, is not only something handed down from the past; it is also the establishment of traditions that can be passed on to future generations. Through diligence and a consistent approach in decisions we make and actions we take, we believe that we are well positioned to benefit from varying, and perhaps challenging, investment climates going forward.
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These are portfolios where we “invest for the long-term”. Management teams, financial discipline and secular growth trends are key focuses. The idea is not only to preserve wealth, but to grow it for future generations.
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In what can be considered a generally conservative approach, these portfolios are constructed by implementing a focused “bottom-up” methodology. We concentrate our investments in a few exceptional companies with a long history of superior performance and stable, insightful management teams that we believe have a high probability of carrying their past performance success into the future.
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We have a disciplined and patient approach with these portfolios; you won’t see much turnover here.
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CANADIAN EQUITY
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U.S. EQUITY
Tactical
Porfolios
These are $USD denominated accounts
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Beyond “Strategic Asset” allocations, which we expect to have in place for generally a long period of time, our “Tactical Asset” allocations look for opportunities to add value over the short-to-intermediate term. The global investment spectrum is evolving quickly and dynamically, in an attempt to capture attractive returns within truly integrated economies that transcend traditional geographic boundaries.
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As we have learned from the many recent trade spats, supply chains have become global in nature; they are dynamic and fluid. Accordingly, we believe that time is well spent in researching and investing in companies, sectors and countries that exhibit secular growth and that stand to benefit from globalization.
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Diversification is among the most fundamental and well-accepted concepts of investing. Investors can mitigate their portfolio risk by diversifying across different sectors, asset classes, countries, and investment strategies. Also, the portfolio implications of international “factor investing” across a set of major developed and emerging markets are garnering attention and proving helpful in portfolio outcomes.
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What has evolved is the opportunity for investors to capture a wider and deeper exposure to global opportunities and avoid the “home-bias” trap with its’ inherent over-allocation to domestic equities.
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We use a largely “top-down”approach and incorporate both active and passive strategies in these portfolios. Fortunately, a growing array of innovative and increasingly granular investment vehicles offer us the opportunity to implement a structured yet flexible risk management process. Transparency in fixed-income products has become a welcome addition, in an industry where opacity was the norm for many decades.
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GLOBAL EQUITY
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GLOBAL FIXED-INCOME
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GLOBAL BALANCED 60/40