Investment Objective

The primary objective of the strategy is to achieve above-average, long-term capital appreciation by investing primarily in common shares or other equity-related securities of medium to smaller capitalization Canadian companies.

Investment Strategy

The strategy invests primarily in Canadian companies within the smaller to mid-cap area of the market and is diversified by industry sector. Investments in income trusts are permitted.

We use a disciplined, fundamental bottom-up approach to security selection. We identify companies that we believe have earnings growth prospects that are underpriced in the marketplace. In conducting our analysis, we evaluate the financial condition and management of the company. As part of this evaluation, we may conduct interviews with company management and analyze financial data and other information sources relevant to the issuer. The portfolio normally consists of 45 to 70 names.

Related Strategies

Prospectus Series I
Prospectus Series W
Segregated Accounts