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.
Momentum, Value & Performance
Client Goal: The MVP Fund suits clients with a focus on growth and a tolerance for shorter-term volatility.
Architecture: The investment strategy targets 20-25 Canadian holdings and is highly opportunistic, investing wherever it identifies the top prospects irrespective of the size of a company or the industry in which it operates.
Design: Some of the core investment themes at the foundation of our strategy include targeting companies:
- with rapidly accelerating earnings and growth expectations;
- that are highly undervalued relative to their earnings potential; or
- exhibiting particularly strong price momentum.
In all cases, we employ risk controls to lock in profits and mitigate losses. Our strategy is highly nimble and tends to buy and sell stocks more frequently than many passive approaches with a typical holding period of 6 -12 months.