The principal objective of the strategy is the achievement of a balance of long-term growth of capital and a high level of stable income by investing primarily in Canadian equity securities.
The Guardian Growth & Income Strategy believe that high-quality dividend-paying and dividend-growth stocks provide superior risk-adjusted returns over the long-term. Stable and growing dividends are an important contributor to total returns and help to reduce volatility. The investment process blends rigorous fundamental bottom-up security analysis with a top-down overlay. We seek out attractive income generating equities and invest in the securities of those which can be obtained at a reasonable price. The portfolio normally consists of 35 to 50 names.
The strategy may invest in any Canadian equity security including, but not limited to, common equities, exchange-traded funds, REITs and other flow through securities.