Sound
investment management should provide safety of capital and superior
long-term rate of return. Accordingly, we have developed disciplines
which lead us to financial values in the global marketplace.
Our
investment philosophy is a blended style between value and growth
at a reasonable price. Today we are more value-driven, and we
incorporate a top-down/bottom-up approach towards investing. We
employ technical analysis to assist us in trading.
The
portfolio managers are responsible for in-house company research,
monitoring their specific markets, analyzing external research,
and initial stock selection. All this material is then put before
the Investment Committee, which determines asset allocation between
Canadian and foreign markets; and finally, stock selection.
Our
focus is on companies with financial strength, predictable earnings,
and quality management. When determining which mix of securities
best suits a clients' needs and investment objectives, we are
not confined to domestic markets. Thus, our clients are able to
benefit from choice investment opportunities worldwide.
A
successful investment strategy depends, ultimately, on the equality
of the investment decisions which support it. Decisions are characterized
by good judgment, flexibility, and patience.
