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Canadian Equity
Portfolios
The
firm's equity style emphasizes buying long-term growth at a reasonable
price. Internal resources are primarily relied on to generate investment
ideas. Each year our investment professionals contact and interview
more than 200 Canadian companies.
We segment holdings into three
risk classifications. Over half must constitute lower risk "Group
I" Stocks, which we define as large capitalization, "blue-chip"
leaders in non-cyclical industries. Less than one third is drawn
from mid-risk "Group II" stocks, which we limit to cyclical leaders
with international operations to diversify geographic risk. No more
than 10% represent higher risk "Group III" stocks, which make up
junior "growth" or special "value" situations.
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