Canadian High Dividend Equity

Objectives

  • Provide a steady stream of income by investing in Canadian Equities.
  • Consistently outperform the S&P/TSX TR Index over a 5-year period.
  • Maximize tax efficiency by having a low portfolio turnover ratio.

Suitability

You have a reasonable investment time horizon (over 5 years) and a medium risk tolerance. Consider this strategy if you are seeking an equity strategy that is not focused on tracking an index, but is instead focused on generating a steady stream of income in any market environment.

Strategy

In seeking to pursue its investment objective, the portfolio is designed to provide exposure to high quality Canadian dividend-paying companies that consistently generate shareholder wealth, while trading at attractive price. This strategy is based on a proprietary multi-factor quantitative model.

Investment Process

  1. Define the investment environment.
  2. Identify all factors generating alpha.
  3. Build a multi-factor ranking system.
  4. Apply additional set of rules and filters.
  5. Build a live portfolio with real money.
  6. Monitor daily and rebalance quarterly.

Free Membership

  • Register to create your account.
  • You will gain partial content access.
  • No credit card required at this step.
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Rebalancing Calendar

  • Thursday, January 2nd, 2025
  • Tuesday, April 1st, 2025
  • Wednesday, July 2nd, 2025

Portfolio Manager

Francois Soto, CFA, MBA, FRM, CIM

With more than 15 years of experience in the financial services industry, Francois brings extensive background and innovation in the field of quantitative finance to the firm. He holds both a BBA and MBA from HEC Montreal.

  • P: (514) 700-1989
  • E: info@factorbased.com


A few notes about performance:

  1. All posted total returns are gross of management fees.
  2. Transaction costs and slippage are taken into consideration.
  3. Track record began on 09/2019. Returns prior are simulated.
Weekly Rankings as of December 16th, 2024 | Next Update: Monday 12pm



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