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U.S. Equity Strategy CONTACT US

  • Concentrated portfolio of up to 40 companies
  • Helps with estate planning purposes 
  • Available in USD and CAD
  • Quarterly income

Investment Objective

The U.S. Equity Strategy invests in a focused portfolio of U.S. 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 40 holdings, comprised of small, medium, and large cap U.S. companies, most of which will be 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. The benefits of investing in this strategy versus direct U.S. stock ownership is that it greatly simplifies U.S. reporting requirements and eliminates U.S. estate tax exposure.

Monthly Report

June 2018


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