The Blostein-Beumer Investment Group currently offers two Managed Portfolios
Investment Philosophy
Active Portfolio Management - To manage equity risk through a combination of diversified and disciplined approaches. This portfolio is designed for investors seeking long-term growth and reduced volatility through the prudent combination of a highly disciplined equity strategy and a high quality fixed income allocation.
Investment Research Process
The portfolio is managed using a disciplined, rigorous and active investment process with a combination of top-down and bottom-up approach for stock selection. A quantitative screening process is coupled with fundamental and technical research that considers but is not limited to CIBC World Markets, Credit Suisse, Bloomberg and other independent research.
Security Selection Criteria: Well-researched, high-quality companies and funds with strong fundamentals factors, with following characteristics:
- Stable businesses with good growth prospects
- Strong track record of consistent, high dividends
- Successful and experienced management
Canadian Tactical Asset Allocation Portfolio
The qualitative objective of this portfolio is to generate dividend income with modest capital gains, providing capital preservation through tactical asset allocation.
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Canadian Tactical Balanced Portfolio
The qualitative objective of this portfolio is to provide a balance between Fixed Income and Equity and to generate income with modest capital goals.
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