Investment Strategies

Portfolio role: Support current income and capital stability while retaining measured participation in long-term growth.

Investment emphasis: Fixed income and income-producing holdings, with a smaller equity allocation. 

What to expect: Less participation in strong equity markets in exchange for a more conservative mix.

Portfolio role: Balance current income with long-term capital growth.

Investment emphasis: A meaningful mix of fixed income and equities across regions and sectors.

What to expect: A middle ground in which both bond and equity markets influence results.

Portfolio role: Pursue a higher level of tax efficient portfolio income alongside long-term growth. 

Investment emphasis: Dividend-paying equities, preferred shares and other income-oriented holdings. 

What to expect: More equity exposure and market movement than our diversified income mandate.

Portfolio role: Pursue long-term capital growth. 

Investment emphasis: A high-equity allocation with limited emphasis on current income.

What to expect: Meaningful market fluctuations, making a long investment horizon important.