What We Do

We screen hundreds of companies annually, conduct in-depth analysis on the companies that meet our investing criteria, and invest in only a handful. The portfolios we construct are completely dependent on a client’s investment needs, objectives and personal circumstances. Typically, we hold between 25 to 50 stocks in each account, and we primarily invest in Canadian and American equities. However, we are global managers, and have found some great British, European, Japanese and emerging market investments. We also invest in Canadian and U.S. bonds and preferred shares.

We do not make speculative investments and typically do not invest in mutual funds, private equity, private debt, or derivative products such as swaps, futures, and options.

We take “long” positions in stocks meaning we buy and own shares with the expectation that their price will increase over time. We do not “short” stocks, meaning we do not borrow shares and sell them with the hope of buying them back later at a lower price.

Our approach is very personal. Even though we make all investment decisions on your behalf, we can exclude any sector, company, or security you wish. We will tailor your portfolio to your personal preferences, risk tolerance, time horizon(s), and liquidity needs.

We are focused on long-term results not short-term performance!

For more information on our investment style, please see Our Philosophy.