Strategies

Canadian Equity

Our Global viewpoint brings a fresh perspective to the Canadian equity market. Through process and research, we uncover high-conviction ideas, weight them heavily in our portfolio, and deliver a differentiated return stream.

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Strategy Details

INCEPTION DATE

02/29/2012

ACCESSIBILITY

UMA & Model Portfolio

NUMBER OF HOLDINGS

20-25

Investment Process

AR-Process
1

Multi-Factor Screening

Companies are systematically ranked on key investment attributes

2

Fundamental Analysis

Investment team performs due dilligence on top ranking names to identify suitable holdings and assign ranks

3

Portfolio Construction and Optimization

Optimization and risk analysis determines individual stock rates in the portfolio

Portfolio Management

Adam Steffanus, CFA AR-Adam-Steffanus-1
Adam Steffanus, CFA
Portfolio Manager
Michael Valentinas AR-Michael-Valentinas-1
Michael Valentinas
Portfolio Manager

Materials

Fact Sheet
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