Our team actively manages three model portfolios. This enables us to adjust your portfolio as needed in order to capitalize on rapidly changing market conditions. Our portfolios are built from the bottom up through rigorous screening of companies that are reasonably valued and have a sustainable competitive advantage over their peers. Lean more about the Greenwood White Group Portfolios below.
The portfolio focuses on providing sustainable, long term growth of capital and income by investing in a concentrated portfolio of dividend paying Canadian and U.S. companies. Our approach is to own 25 to 35 companies that:
•Have attractive and steadily growing free cash flow profiles.
•Have a strong and committed management team with long-term track records of prudent capital allocation and of returning excess cash to shareholders.
•Have less volatile business models due to the wide economic moats they have built up over time.
•Are reasonably valued relative to their peer group and market as a whole.
•Are well positioned to benefit from the current macro environment.
The portfolio focuses on providing sustainable, long-term growth of capital by investing in a concentrated portfolio of Canadian and U.S. companies. Our approach is to own 25 to 35 companies that:
•Have a sustainable competitive advantage that should allow them to grow at a faster rate than the overall economy.
•Have a strong and committed management team focused on creating long term shareholder value.
•Have more cash than they need to maintain their operations, providing them with the flexibility to invest for future growth or reward shareholders with returns of capital when growth opportunities are not present.
•Are reasonably valued relative to their peer group.
•Are well positioned to benefit from the current macro environment.
Portfolios below.
Tactical Credit Portfolio
The portfolio invests in predominantly high-quality income generating securities that provide a combination of regular cash flow and capital appreciation. The strategy provides low cost, broad exposure to the North American credit market with a focus on the borrower’s (bond issuer’s) ability to meet its debt obligations, through the payment of periodic coupons and the return of the principal at maturity. It is designed to be a long-term core holding in both Balanced and Income Oriented strategies.
