Our equity trading methodology applies a disciplined blend of passive and active management across Canadian, U.S., and International markets. Each portfolio is designed to provide broad diversification and risk management through a combination of strategic asset allocation and rigorous security selection.
Investment Philosophy
- We combine top-down and bottom-up investment approaches, utilizing both globally indexed and sector-specific exchange-traded funds (ETFs), as well as direct equity investments in high-quality companies.
- Our methodology aims to achieve long-term growth and income by investing in diversified portfolios.
Investment Style
- Our investment style emphasizes Growth at a Reasonable Price (GARP), balancing growth potential with attractive valuations.
- Portfolios may also incorporate value-driven and low-volatility strategies where appropriate.
Research and Security Selection
- Security selection is guided by a rigorous, multi-disciplinary process that integrates quantitative screening, technical analysis, fundamental research, and sound management.
- Research sources include CIBC World Markets, JP Morgan, Evercore, and other independent providers.
- A disciplined buy and sell process is followed, with securities reviewed regularly to ensure ongoing suitability.
Portfolio Construction and Oversight
- Portfolios typically hold a concentrated selection of well-researched companies and/or ETFs, with flexibility for tactical asset allocation as market conditions evolve.
- Investment decisions may be made collaboratively by the CIBC Investment Strategy Committee or at the portfolio manager’s discretion, always adhering to established research and risk management standards.
- Regular reviews and turnover targets are maintained to ensure portfolios remain aligned with client objectives and market opportunities.
This methodology is designed to deliver consistent, risk-adjusted returns through disciplined research, diversification, and active oversight.
