Investment Objective:
To manage a concentrated equity focused portfolio that is comprised of large cap Canadian and US securities that aim to provide consistent growth.
Investment Strategy:
The portfolio manager will focus on fundamental security screening to identify stocks which offer good valuation, strong balance sheet and excellent management.
The structure of the portfolio will reflect the quality of the individual securities based upon the overall view of the companies’ management strength as well as the outlook.
The target portfolio turnover is expected to be low.