Investment Solutions
Personalized portfolios designed to meet your unique needs.
We collaborate closely with each client to gain a deep understanding of their unique investment objectives and preferred risk tolerance. With this insight, the firm provides personalized guidance to ensure a seamless alignment between clients and the recommended investment solutions.
Custom Portfolios
Our custom portfolios (Segregated Account Mandates) are signed agreements between the firm and our clients. Investment decisions are governed by client objectives and constraints as documented in the Investment Policy Statement (IPS).
Segregated Accounts are generally managed individually or by Family Group which corresponds to a specific mandate. We work with clients to determine which segregated account mandates best correspond to their needs. Portfolios can be customized to accommodate the most unique circumstances.
Our Pooled Funds
Our Pooled Funds offer investors a sophisticated institutional-grade portfolio management solution, blending the benefits of collective investing with the distinctive, personalized approach of our boutique firm.
Heward Equity Fund
The Heward Equity Fund (The "Fund") seeks to achieve a superior long-term rate of return and safety of capital. The Fund's strategy is diversified across various sectors and market capitalizations in the global marketplace. The portfolio will be structured in accordance with the Portfolio Manager's view of the market, therefore, sector allocations may vary significantly over time.
Heward Income Fund
The Heward Income Fund seeks to generate long term capital appreciation and investment income to provide an attractive total investment return. The fund invests in a diversified basket of debt securities, preferred shares, income trusts, real estate investment trusts, hybrid products and common shares.
Heward Canadian Dividend Growth Fund
The Heward Canadian Dividend Growth Fund (The "Fund") invests in high-quality Canadian equities that have a history of consistently growing their dividends. The fund screens for companies that engage in businesses we understand, sell products based on needs, and demonstrate longterm earnings visibility and predictability. Special attention is paid to proven and seasoned management teams that successfully increase free cash flows and operate lean companies with low levels of financial leverage. Stocks that meet these criteria should have ample cash flows to return to shareholders in the form of dividends and in doing so demonstrate their financial soundness.
Heward Global Leaders Fund
The Heward Global Leaders Fund seeks to generate consistent risk adjusted returns over the long term by identifying high-quality global businesses that are attractively priced. These companies are typically leaders in their respective business field, have high defendable barriers to entry, strong free-cash-flow generation, solid management, high returns on invested capital and consistent return of capital via dividends. By focusing on predictable high-quality global businesses, the goal is to preserve capital during market corrections and downturns while generating value over an economic cycle. The Fund is comprised of 35-50 leading global businesses from four regions: North America, Europe, Asia-Pacific and Japan.