Barlow manages portfolios with a focus on delivering consistently positive, risk-adjusted returns for discerning Canadian and offshore investors.  Below you will find detailed information on the performance and composition of our investment strategy.


Barlow Income & Growth Portfolio
Information is current as of October 31, 2008

The principal objective of the Barlow Income & Growth Portfolio is to generate stable, tax-effective cash flow while preserving capital in all but the most extreme market environments.  The investment manager is opportunistic and will invest in securities that offer superior value for a given level of risk.

 

1 month

3 month

6 month

    YTD    

  1 year  

  3 year* 

  5 year*  

I&G Portfolio

-12.18%

-20.13%

-21.36%

-24.55%

-25.09%

-

-

TD Balanced Index

-7.3%

-13.3%

-14.7%

-13.8%

-14.7%

0.6%

3.9%

*Returns greater than 1 year are annualized

 

 

 



For additional information on the portfolio's current asset allocation, strategies and holdings, please download the
Income & Growth Portfolio Fact Sheet (October 31, 2008). 

 
Barlow AIBarlow Client Site