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Global Equity Strategy CONTACT US

  • Invests in the best opportunities globally
  • Focused in a maximum of 65 companies
  • Quarterly income

Investment Objective

The Global Equity Strategy invests in a diversified portfolio of Canadian, U.S., and International equities in order to deliver long-term capital appreciation for investors. 

Strategy

The strategy will be to actively manage a concentrated portfolio of no more than 65 holdings, comprised of companies in Canada, the U.S., and Internationally. In adherence to our investment process, the geographic weights in the portfolio will vary dynamically based on where we find the most attractive opportunities. 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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