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Canadian Equity Strategy CONTACT US

  • Concentrated portfolio of up to 35 companies
  • Only own dividend paying businesses
  • Quarterly tax-efficient income

Investment Objective

The Canadian Equity Strategy invests in a focused portfolio of Canadian companies in order to deliver long-term capital appreciation for investors. The strategy will invest primarily in dividend paying companies. 

Strategy

The strategy will be to actively manage a concentrated portfolio of no more than 35 holdings, comprised of small, medium, and large cap Canadian companies, all of which are dividend paying stocks. The risks associated with pursuing the portfolio objectives will be mitigated through sector diversification and limitations on position size within the portfolio.

Monthly Report

August 2018


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