Our Strategies
Model portfolio strategies, built to meet your clients' investment objectives.
| Strategy | Currency | 5Y Return | Dividend Yield | Sharpe Ratio | Positions |
|---|---|---|---|---|---|
| Best Ideas Equity → | CAD | +12.3% | 2.1% | 1.3 | 30 |
| Canadian Equity → | CAD | +21.5% | 1.8% | 1.2 | 25 |
| Canadian HD Equity → | CAD | +16.4% | 4.2% | 1.4 | 25 |
| International Equity → | USD | +4.7% | 2.0% | 0.8 | 25 |
| Tactical Sector Rotation → | USD | +16.1% | 2.0% | 1.1 | 10 |
| US Equity → | USD | +12.0% | 1.5% | 0.9 | 25 |
Our Investment Process
A disciplined, repeatable approach applied consistently across all of our strategies.
01
Define the Environment
Analyze the current investment landscape and macro conditions across equity markets.
02
Identify Alpha Factors
Research and validate the fundamental factors that consistently generate excess returns.
03
Build Ranking System
Construct a proprietary multi-factor quantitative model combining quality, value, and momentum.
04
Apply Rules & Filters
Enforce liquidity, diversification, and risk constraints to ensure portfolio robustness.
05
Build Live Portfolio
Deploy capital into the highest-ranked securities with real money and real execution.
06
Monitor & Rebalance
Track positions daily and systematically rebalance on a quarterly schedule.