Our Approach

Investment Process

The Hale Investment Group has built a reputation for protecting and growing wealth, at the foundation of our practice is solid portfolio construction. Your financial wellness starts and ends with tried and true portfolio management techniques and sound investment practices.

• Long-term approach focused on the 5 and 10 year investment picture
• Strict portfolio diversification by company, sector, geography, and currency
• Focused on fundamentals, predictable cash flow growth, and strong responsible corporate balance sheets
• Proactive risk management, adjusting investments to avoid potential problems in markets before they happen preserving capital

 

           Our Strategies             

 

Conservative Equities:

Investment Objective: To achieve stable long-term growth while protecting capital through investing in a conservative portfolio of blue chip North American equities.

• This strategy is based on a disciplined fundamental investment process with growth at a reasonable price. Equal priority on downside protection and capturing upside 
• Designed to be a core portfolio for long term investors
• Compound annual return since inception:  17,70% as of December 31, 2021       
• Date of inception: October 1, 2015  

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Diversified Income:

Investment Objective: To generate sustainable income and protect capital through investing in a diversified portfolio of global dividend paying equities and fixed income with a focus on yield. This strategy was created to optimize the tax sheltering of registered accounts.

• The strategy is based on a disciplined fundamental investment process with a focus on yield and cash flow
• Designed for investors seeking a current income through tax sheltered accounts  
• Compound annual return since inception:  13,67% as of December 31, 2021    
• Date of inception: July 1, 2017      

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Focused Total Return: 

Investment Objective: To achieve consistent long-term growth while preserving capital through investing primarily in North American equities. This strategy was created to optimize the use of your tax free saving account. 

• Disciplined fundamental investment process with growth at a reasonable price
• Focused on absolute long term returns
• Compound annual return since inception:  41,97% as of December 31, 2021   
• Date of inception:  April 1, 2020

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North American Yield:

Investment Objective: Provide stable income and growth by investing in a balanced portfolio of North American equities and bonds.

• Compliant to the Pension Benefits Standards Act governing the management of federally regulated pensions and suitable for most charitable foundations and endowments
• Ideal for investments pools that require a lower amount of volatility and have strict asset allocation requirements
• Compound annual return since inception:  8,83% as of December 31, 2021
• Date of inception: April 1, 2015   

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U.S. Equities:

Investment Objective: To achieve long-term growth of capital and income through investing in a portfolio of blue chip U.S. equities.

• Disciplined fundamental investment process with growth at a reasonable price
• Ideal for investors who wish to segregate US dollar denominated investments
• Compound annual return since inception:  20,43% as of December 31, 2021    
• Date of inception: March 1, 2017

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