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Global Approach to investment...
we use a
global approach to investment management in order to seek
investment opportunities around the world.
We do not limit our investment horizon
to the Canadian market, especially
as it represents less
than 3% of the world publicly traded companies with an economy largely
concentrated on commodities (energy, agriculture, materials).
Expanded list of
asset classes...
Neither do we limit our investment
horizon to the traditional asset classes. We are always looking for
innovative ways to increase performance and reduce risk.
Partnership with
specialists...
Contrary to most family office, we
manage assets using both internal and external expertise. We believe
that it is important that internal portfolio managers do more than just
select and monitor external managers. Assets are managed based on our
philosophy, external managers are used to complement our expertise, expand
our perspective and provide unique capabilities that can be used to have a
positive impact on our clients' portfolios. We will use trackers (ETFs)
whenever we believe it is most efficient to do so.
As a result, We
use an open structure: portfolios built by our firm
whenever we can better manage risk and or provide superior performance, portfolios built by
institutions that we believe can provide superior performance in their areas
of expertise, , portfolios built primarily using ETFs
whenever it is more cost efficient or combination of the above.
In addition and if need be, we also work with
clients' lawyers,
accountants and planners in order to ensure that portfolios are managed in
such a way as to meet their particular needs, constraints and expectations.
The
Founders...
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