Strategies

INVESTING AS IT SHOULD BE

Fundamental

Deep, bottom-up defensive strategy

Invest in cash flow driven, low leverage businesses with unique competitive advantages

 

Concentrated

Lower correlation to market benchmarks

High conviction, best ideas

 

Long Term

Superior long term value creating companies

Patience is rewarded

CANADIAN EQUITY PORTFOLIO

Overview

The Canadian Equity Portfolio is a concentrated group of wealth-creating companies with excellent management teams suitable for all types of investors. The portfolio can hold Canadian companies with market capitalization above $1 billion at purchase. Composite performance below includes the performance of Bluewater Investment Management prior to the transfer of accounts to Laurus in September 2016 and should not be relied on as a guarantee of future success.

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Long-term value creation
Value of $1000 CAD invested (30 SEP 2005 - 31 DEC 2019)

NORTH AMERICAN EQUITY PORTFOLIO

Overview

The North American Equity Portfolio owns significant positions in a limited number of Canadian and US wealth-creating companies with excellent management teams, and is typically purchased by investors seeking long term capital appreciation. Composite performance below includes the performance of Bluewater Investment Management prior to the transfer of accounts September 30, 2016 and should not be relied on as a guarantee of future success.

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Long-term value creation
Value of $1000 CAD invested (31 Dec 2005 - 31 Dec 2019)

CANADIAN SMALL CAP PORTFOLIO

Overview

The Canadian Small Capitalization Portfolio is a concentrated group of small/mid capitalization wealth-creating companies with excellent management teams suitable for all types of investors looking to enhance traditional large cap equity returns. To qualify as an opportunity, the market capitalization at purchase can be no greater than $3 billion – once in the portfolio, holdings may be held beyond that capitalization limit. Available either by pooled fund or on a segregated basis.

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Long-term value creation
Value of $1000 CAD invested (31 Mar 2011 - 31 Dec 2019)

U.S. SMALL CAP PORTFOLIO (USD)

Overview

The U.S. Small Capitalization Portfolio is a concentrated group of small/mid capitalization wealth-creating companies with excellent management teams suitable for all types of investors looking to enhance traditional large cap equity returns. To qualify as an opportunity, the market capitalization at purchase can be no greater than $7 billion – once in the portfolio, holdings may be held beyond that capitalization limit. Available either by pooled fund (USD denominated only) or on a segregated basis.

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Long-term value creation
Value of $1000 USD invested (30 Sep 2015 - 31 Dec 2019)

GLOBAL SMALL CAP PORTFOLIO (USD)

Overview

Launched February 2019, the Global Small Cap Portfolio is suited to clients demanding broader exposure to global economies. This diversified portfolio is a concentrated collection of high quality small and mid-sized capitalization wealth-creating companies from across the globe, with excellent management teams, seeking above average long-term risk-adjusted returns. To qualify as an opportunity, the market capitalization at time of purchase can be no greater than $15 billion USD – once in the portfolio, holdings may be held beyond that capitalization limit. Available either by unitized pooled fund (USD denominated only) or on a segregated basis.

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Long-term value creation
Value of $1000 USD invested (28 Feb 2019 - 31 Dec 2019)