Separately Managed Accounts

Canada Blue Chip

Advisory Research provides access to institutional-caliber investment management with specialized expertise in targeted asset classes. 

We offer a wide range of strategies across the asset spectrum, paying close attention to downside protection and the pursuit of attractive risk-adjusted returns.

Investment Strategy

The Canada Blue Chip strategy focuses on high-quality, blue chip companies with deep, defensive moats and sustainable cash flows. The strategy targets companies with this profile that are trading at a discount to intrinsic value. The objective of the strategy is to provide capital appreciation potential, with less risk than the broader market. The strategy is designed to outperform the S&P/TSX 60 Index over a full market cycle by limiting full participation in market downturns. The focus on high quality companies allows the Canada Blue Chip Strategy to be a long-term investment solution vs. a short-term strategic allocation.

Key Facts

Strategy Goal: Long-term capital appreciation.
Return Objective: Exceed the S&P/TSX 60 Index over a full market cycle.

Return to separately managed accounts