Our Equity Philosophy
Our proven investment philosophy is founded on our core belief that wealth management doesn't need to be complicated. It needs to be simple. In this vein, we follow the principles of Warren Buffett and Berkshire Hathaway, in that we only provide investment solutions we understand fundamentally.
As part of this approach, we focus on owning companies which:
- Have a track record of creating shareholder value
- Have management that treats shareholders as partners
- Are trading below intrinsic value
- Have a simple, easy to understand business model
We tend to manage concentrated portfolios composed of quality businesses we want to own for many years. We believe this approach will maximize long-term performance, improve after tax returns and keep costs to a minimum.
Our Fixed Income Philosophy
We believe that all too often, fixed income strategies are made unnecessarily complicated. In contrast, we believe that simplicity is the much more effective approach and so we focus on these key factors:
- Preservation of Capital
- Emphasis on risk relative to return
- Strict management of credit quality
Private Investment Management
Private Investment Management - the premium level of discretionary wealth management offered at RBC Dominion Securities - is the term we use to describe the approach described above. If you desire greater freedom to focus on what's really important to you and the confidence of knowing that your portfolio is in the care of trusted professionals, our services could be a great fit for you.