Returns Since Inception

See the most recent performance results

Performance Objective

To achieve a superior risk-adjusted return from a high level of income combined with moderate to long-term growth in a balanced portfolio. A concentrated portfolio of 20-30 holdings allows the manager to add value. 

Investment Profile

Suitable for investors who:

• Prefer the simplicity of investing in a single managed account

• Want to have informed professional advice without the inconvenience of day-to-day decisions

• Want active and strategic asset allocation

Investment strategy

The portfolio manager with over 35 years' experience emphasizes asset allocation in this portfolio. Corporate fixed income, preferred shares and convertible bonds/debentures will be used when risk/reward makes them favourable to equities. The asset allocation strategy will be set first and decision made with a macroeconomic bias. Once the appropriate asset allocation is made, the multiple investment styles apply to individual securities

Portfolio facts

• Portfolio Manager: Richard Nemeth
• Investment Approach: Multiple Styles
• Return Objective: Income and Growth
• Risk Profile: Medium
• Investment Management Fee: $100,000 minimum
• Portfolio Inception: November 1, 2012

 

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Call: (519) 640-7740

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