Investment Objective

The primary objective of the strategy is the achievement of long-term growth of capital while maintaining steady current dividend income, primarily through the investment in common shares or other equity-related investments issued by Canadian companies.

Investment Strategy

We primarily use a fundamental, bottom-up approach to security analysis. We identify companies that we believe have the potential for significant long-term capital growth, and invest in the securities of those which can be obtained at a reasonable price.

In conducting our analysis, we evaluate the financial condition and management of the company, its industry and relevant economic factors. As part of this evaluation, we:

- analyze financial data and other information services relevant to the issuer;
- assess the quality of company management; and conduct company interviews, as deemed necessary.

The strategy maintains a large capitalization bias and is diversified by sector, normally investing in at least 8 of the 10 sector categories of the S&P/TSX Capped Composite Index. The portfolio normally consists of 35 to 50 names.

Related Strategies

Prospectus Series I
Prospectus Series W
Segregated Accounts