North American Equity Strategy

Canadian Investors


The strategy seeks long-term capital appreciation by investing in a concentrated group of North American-domiciled equities (market cap greater than $1 Billion at purchase). The performance goal is to exceed the return of a composite index comprised of 50% S&P/TSX Composite Index / 50% S&P 500 Index over a market cycle.


Our investment process is based on a disciplined bottom-up approach, focusing on things we can control regardless of the market outlook.

We employ a fundamental research process, focused on bottom-up stock selection which included an analysis of management commitment, financial strength, and the competitive strength of the business. Selection of investments will be made without undue risk of loss or impairment and with a reasonable expectation of fair return or appreciation given the nature of the investments.

Our high conviction portfolios are comprised of high-quality companies exhibiting defensible business models and industry-leading management teams. Our subjective evaluation of management is a critical step in our process and has many times proven to be our most effective predictor of future stock performance. We believe differentiating between good management teams and those that are exceptional is critical to the success of a long-term investment.

Contact us for further information

*This strategy is not available in the United States


844-430-5501 (toll-free)


120 Adelaide Street West, Suite 1901
P.O. Box 33
Toronto, ON M5H 1T1

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