The Blostein-Beumer Investment Group currently offers two Managed Portfolios
Investment Philosophy
Active Portfolio Management - To manage equity risk through a combination of diversified and disciplined approaches. This portfolio is designed for investors seeking long-term growth and reduced volatility through the prudent combination of a highly disciplined equity strategy and a high quality fixed income allocation.
Investment Research Process
The portfolio is managed using a disciplined, rigorous and active investment process with a combination of top-down and bottom-up approach for stock selection. A quantitative screening process is coupled with fundamental and technical research that considers but is not limited to CIBC World Markets, Credit Suisse, Bloomberg and other independent research.
Security Selection Criteria: Well-researched, high-quality companies and funds with strong fundamentals factors, with following characteristics:
- Stable businesses with good growth prospects
- Strong track record of consistent, high dividends
- Successful and experienced management
