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.
The Guardian Canadian Equity Strategy is a ‘quality’ oriented Growth-at-a-Reasonable-Price portfolio of 35-50 large-cap stocks diversified by industry/sector and security selection. The core investment philosophy is that a portfolio of high-quality companies can outperform the market with below-market risk. Quality is defined by attractive long-term growth potential; robust profitability; low financial, geopolitical and legal risk profile; and shareholder-friendly stewardship.
The strategy incorporates rigorous fundamental research and financial analysis within a culture of risk management, with qualitative judgment by an experienced team of investment professionals. Utilizing a bottom-up approach, the investment process is team-based and focuses on a company’s underlying growth characteristics while maintaining a strong discipline towards valuation. The strategy maintains a large capitalization bias and is diversified by sector, normally investing in at least 8 sector categories of the S&P/TSX Capped Composite Index.
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