Strategy Committee comprised of our leading economists, research analysts and portfolio strategists meets quarterly to provide recommendations regarding:

  • Economic outlook, interest rates, corporate earnings and equity valuations
  • Asset allocation between equities, fixed-income and cash
  • Sector allocation between four major economic sectors – Industrial, Interest Sensitive, Consumer and Resource

Individual companies assigned a score based on three research disciplines: fundamental, technical and quantitative.

  • Bottom-scoring companies eliminated from universe of stocks.
  • Independent selection committee applies qualitative screen.
  • End result is a list of quality companies suited to the forecast environment.