We seek to outperform the S&P/TSX Capped Composite Index over a full market cycle by adding value through active stock selection while controlling portfolio risk.

We seek to build a diversified portfolio of 55–85 stocks that are undervalued relative to their growth potential, based on bottom-up, fundamental research. Valuations are conducted on a relative basis within each industry. The strategy is designed to be transparent and disciplined with the primary goal of delivering consistent performance.

The investment decision-making process is a disciplined, research driven, bottom-up process, which leverages the network of GE resources Our investment process begins by screening the universe of Canadian companies with market capitalizations greater than C$100 million and conducting quantitative analysis focused on P/CE ratio, cash earnings growth, yield, and other key metrics. Detailed, fundamental company analysis, industry competitive analysis, and a macro-environment review further narrow the list of buy candidates. Our analysts then seek a catalyst for change in each stock that will unlock the future potential of the company. Final portfolio construction is guided by our level of conviction in each stock, yielding a list of approximately 55–85 companies.

Other Equity Strategies
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