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 TrueBalance™ Portfolio Information is updated quarterly. Last updated: July 24, 2009
The principal objective of the Barlow TrueBalance™ 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.
Shaded returns above are to the Barlow True Balance Composite (BTB) which serves as a long term performance proxy for the Barlow True Balance Portfolio (PORTFOLIO). The PORTFOLIO has exhibited a correlation of 0.982with the BTB since inception.
