ALPHA SEEKERS

Our strategies help you build the portfolio you want and need.

Featured Strategies

Need a strategy for your mid-sized client accounts? Look no more.

  • Our best 10 Canadian, 10 U.S. and 10 ADR’s stocks altogether;
  • Beat our custom benchmark 7.2% as 5-year annualized return;
  • Capital preservation in the latest March pandemic bear market;
  • Low portfolio turnover to minimize costs and tax consequences.

The future is now: invest in innovative and disruptive U.S. companies.

  • 20 U.S. large cap stocks with a 5-Year EPS growth rate of 28.8%;
  • Outperformed the S&P 500 by 8.5% as 5-year annualized return;
  • Capital preservation in the latest March pandemic bear market;
  • Low portfolio turnover to minimize costs and tax consequences.

Relying on mutual funds and ETFs for your international exposure?

  • 25 ADR’s or U.S. foreign ordinaries with an average ROE of 14.8%;
  • Outperformed the MSCI ACWX by 3.6% as 5-year annualized return;
  • Capital preservation in the latest March pandemic bear market;
  • Low portfolio turnover to minimize costs and tax consequences.

Need a powerful yet simple sector allocation overlay for your portfolio?

  • Invest in 2-3 sectors through the Select Sector SPDR ETFs;
  • Outperformed the S&P 500 by 10.7% as 5-year annualized return;
  • Seize investment opportunities throughout the US business cycle;
  • Low portfolio turnover to minimize costs and tax consequences.

Who said high yield is boring? Revive your retiree’s equity mandate.

  • 25 Canadian stocks in tax-preferred dividend paying companies;
  • Outperformed the S&P TSX by 2.6% as 5-year annualized return;
  • Capital preservation in the latest March pandemic bear market;
  • Low portfolio turnover to minimize costs and tax consequences.

Intrigued? Discover Our Strategies Today

Have a question?

Discuss with me now on LinkedIn by clicking my picture.

Francois Soto, CFA, MBA, FRM, CIM
Founder, Portfolio Manager