The Fund follows a top-down investment approach to construct a geographically diversified portfolio by allocating capital across global markets.
The Fund focuses on long-term capital appreciation through investments in small to mid-cap companies that have strong balance sheets, are attractively priced and reinvest excess earnings.
Canadian Equity Income
The Fund invests in mid to large-cap companies with superior fundamentals and a strong management team focused on delivering sustainable long-term earnings growth and dividend growth.
The Fund’s investment mandate is to first protect, then grow capital on a risk-adjusted basis through a portfolio of fixed income and equity securities. The Fund is diversified across asset classes, geographies, sectors and utilizes a risk management framework focused on long-term growth and lower volatility.
The fund invests in Canadian investment-grade debt, utilizing a portfolio construction process focused on duration, credit and curve. This multi-strategy approach is a consistent process designed to deliver the greatest risk-adjusted returns.