Clowes Investment Group
Enjoy the peace of mind from having an actively managed and continuously monitored investment portfolio.
Strategic and Tactical Asset Allocation
We modify your asset mix to take advantage of the asset classes, which offer the greatest potential for superior returns.
Our strategic asset allocation is based on our medium- to long-term views for each asset class, the benefits offered from diversification, and the potential to produce greater risk-adjusted returns.
Our tactical asset allocation decisions are based on our views of the road ahead: we make short-term adjustments to stocks, bonds or cash to take advantage of opportunities to improve returns or reduce risk.
Multi-Disciplined & Active Investment Approach
We have combined a number of different investment techniques to create a truly unique multi-disciplined investment approach.
Each portfolio is actively managed using a multi-disciplined approach, combining the strengths of three investment styles and eliminating many of the weaknesses of single-style approaches.
A multi-disciplined, Fundamental, Quantitative and Technical approach enables us to create the foundation for a strong portfolio, and sets the stage for superior stock selection through knowledgeable, objective and timely investment decisions.
Unique Stock Selection Process
Our portfolios invest in successful companies that have passed a series of rigorous quantitative and technical screening criteria and have solid fundamental ratings from internal and third-party research.
Each company included in the portfolios must pass a series of rigorous Quantitative and Technical screens before being carefully selected by thorough Fundamental analysis.
Only our Analysts' top picks across all three research disciplines will be included in your portfolio.
These companies are also the best suited to weather market downturns and outperform in up markets.
The portfolios are further optimized to focus on achieving maximum return with low volatility.
Overarching Principles for Stock Selection
We seek to invest only in well-researched, high-quality companies with strong fundamentals and the following four key characteristics:
Stable businesses with consistent, sustainable earnings
Sound financial conditions with a history of profitability
High-quality Quantitative characteristics
Attractive Technical metrics upon entry and exit
Buy and Sell Discipline
Our buy and sell decision making process removes the emotional element of investing and focuses on the factors that drive excess returns.
TOP-DOWN ANALYSIS
As economic and market conditions change, so too does the performance of various sectors of the economy.
Our Investment Strategy Committee meets regularly to thoroughly review the macro-economic environment. As views change, your portfolio is adjusted to ensure increased exposure to industries expected to outperform and to limit your exposure to those industries most likely to underperform.
BOTTOM-UP ANALYSIS
Our bottom-up stock screening process ensures that only the highest-quality companies, those we deem most likely to outperform their peers, are included in the portfolios.
These companies are monitored on a consistent basis to ensure they maintain the high standards necessary for inclusion. If a company's metrics deteriorate, it will be removed from the portfolio.
Direction provided by our Investment Strategy Committee
Our Investment Strategy Committee is comprised of a diverse panel of senior investment professionals and subject matter experts from across CIBC World Markets Inc. The Committee brings together experts in economics, portfolio strategy, debt capital markets, and investment research and analysis.
The Committee's principal objective is to identify macroeconomic trends in asset classes while identifying near-term investment opportunities for our valued clients.
Uncompromised Investing
Our portfolios consist only of our highest conviction stocks, avoiding ‘overdiversification' with a concentrated portfolio offering.
