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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

The Colling Group

  • Home
  • About us
    • Our Team
    • Community
    • Contact us
  • Family Wealth Advisory
    • Total Wealth Management
  • Multi-Asset Class Portfolio Strategy
    • Investment Policy
    • Portfolio Construction
    • Colling Group Managed Strategies
    • Alternative Investments
    • Responsible Investing
  • Wealthview Podcast
  • Colling Group Insights

Equity Investment Process

Address 200 King Street West Suite 1807 Toronto ON, M5H 3T4
Telephone Number (416) 594-8855
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Equity Investment Process

EQUITY INVESTMENT PROCESS
 

We don't believe in sector rotation, market timing or chasing short-term trends. Using a proprietary process, we use a quantitative filter to narrow down thousands of securities into a handful of investments. By focusing on our thorough, unemotional and proprietary process, we let the numbers speak for themselves - it's better to base investment decisions on fact, not speculation. We're committed to adding value over the long-term by focusing on key characteristics that make investments stand out from the crowd.

 

Momentum Factors - Estimate Revisions, Earnings Surprise, EBITDA, RSI & VOL  Value Factors - Price to Book, ROE, P/CF, Debt to Equity  Income Factors - Payout Ratio, Dividend Growth, FCF Momentum, ROE Momentum
Using a multi-variable ranking system, we identify the best opportunities; once we know where to focus, we use a fundamental screen to search for market catalysts and drivers to determine what best fits into our portfolios.
Identifying opportunities and fundamental screening leading to 20 - 30 positions.

 

 

 
 
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.