Colling Group managed strategies are available exclusively to affluent individual investors and institutions. We offer a disciplined approach to risk management through our well-regimented investment process. Our core strategies are offered through institutional quality separately managed accounts, rather than pooled funds. We offer six strategies designed to be used as the cornerstone of a multi-asset class portfolio.
Colling Group US Core Equity
Actively managed US mid/large cap core equity strategy, diversified across momentum, value and dividend growth factors. 25 to 30 positions.
Colling Group Total Balanced
Actively managed Canadian biased global balanced strategy, with tactical asset allocation across equities, fixed income and alternative assets.
Colling Group Canadian Tactical
Quantitative Canadian ETF equity strategy that utilizes a core-and-satellite approach through tactical allocations across the composite index, sector momentum leaders, and qualitative factor leaders. Rebalanced quarterly, 4 to 6 positions.
Colling Group Canadian Growth
Actively managed Canadian mid/large cap equity strategy diversified across momentum, value, and dividend growth factors, with a tilt towards growth and momentum. 20 to 25 positions.
Colling Group Strategic Dividend
Actively managed Canadian dividend strategy, focused on companies that combine strong operating results with a proven history of dividend distribution growth. 20 to 25 positions.
Colling Group Canadian Focus
Actively managed North American strategy, focused on Canadian equity with a secondary allocation to US equity for additional diversification. 20 to 25 positions.
