Objective The principle objective of the Income & Growth Portfolio is to generate tax-effective income while preserving capital in all but the most extreme market environments.
Strategies Our style can be best described as "Opportunistic Deep Value". We will seek to identify securities whose current prices either represent exceptional investment value for a given level of risk, or do not fully reflect the opportunity for positive fundamental change in the future. The portfolio will invest in a diverse selection of securities in both traditional and alternative asset classes, including cash equivalents, fixed income, equities, hedge strategies, real assets, and private capital. Asset weightings are not tied to any benchmark and as a result the portfolio's asset allocation will shift over the complete market cycle to adapt to changing market conditions. The portfolio may hold other investment funds to gain access to managers with unique or specialized skills.
Suitability The Income & Growth Portfolio is designed to be the core investment holding for investors with an investment horizon of at least 3 years and who desire an investment that:
Provides tax-effective investment income
Seeks capital preservation in all market environments
Is focused on absolute as opposed to relative returns
Is not constrained by any benchmark or index
Aims for consistency and reliability of returns
Portfolio Policies The Income and Growth Portfolio was created in March 2006 and has a minimum initial investment requirement of $250,000 for qualified investors. It is a CRA-registered investment with multiple unit classes that allow it to be purchased in either fee-based or commission-based investment accounts.
