Do you want a disciplined investment process?
There are over 6,000 money managers in Canada. Our team has designed a proprietary program to deliver an unbiased, disciplined investment process to each and every one of our clients.
We focus on a value investing approach. We invest in securities that appear underpriced by some form of fundamental analysis. The underlying investment strategy is a combination of Top-Down Economic Analysis and Bottom-Up Screening. We look at key Macroeconomic variables to develop Over Weight and Under Weight recommendations for each of the major sectors. We then implement a multi-disciplinary approach involving fundamental, technical and quantitative analysis.