funds

We develop investment solutions across the equity spectrum, each with its own unique approach. We have a ‘keep-it-simple’ mantra that allows our clients to easily understand how these strategies will meet their individual needs. Our energy is focused on how we can achieve the optimal balance between return and risk with every portfolio we construct.

MVP Fund

Momentum, Value & Performance

Client Goal: The MVP Fund suits clients with a focus on growth and a tolerance for shorter-term volatility.

Architecture: The MVP Fund incorporates factors common to Canadian stocks that have demonstrated strong performance over multiple investment cycles. The MVP Fund strategy combines the best elements of two investment styles:

Trend Following: Momentum of Earnings, Revenue, Estimates and Price
Mean Reversion: Stocks trading at a discount that are expected to appreciate in value due to their strong underlying fundamentals

Design: The MVP Fund focuses on owning companies with the best combination of the top performing factors in the Canadian market. We overlay a risk framework on this strategy that helps manage the volatility.

By design, the MVP Fund is very different from a broad index due to its focused list of holdings, equal-weighted positions and sector agnostic stock selection process. The fund tends to own a higher proportion of mid- to small-cap stocks and has an asset capacity limit.

STEADY Fund

Stable Earnings & Dividend Yield

Client Goal: The STEADY Fund suits clients that are looking for a cornerstone North American portfolio at the heart of their equity allocation.

Architecture: This core strategy is designed to perform well across all market cycles by focusing on companies with stable, predictable earnings, generous dividend yields, and improving profit expectations. While this combination of factors is simple as a premise, the value we add is the unique selection of factors that drive strong performance and navigate extremely well in weak equity market periods.

Design: The STEADY Fund owns a higher proportion of mid- to large-cap stocks with a longer history of sustainable operations that can weather various economic cycles. As a result, the fund will tend to hold low cash balances, preferring to stay fully invested at all times.

GO fund

Global Opportunities

Client Goal: The GO Fund suits clients that are looking for diversified exposure across global equities to capture the benefits of various markets around the world.

Architecture: Our portfolio construction process centres around technical movements, a trend-following and opportunistic approach. We use liquid and transparent vehicles that are actively managed to ensure that we are able to deliver precise and measured market exposures very efficiently.

Design: Recognizing that global markets are not perfectly correlated, the fund is designed to capitalize on the strength of targeted global markets at different times. We employ strict rules that will move the fund to cash to preserve capital during periods of downward markets.