Domestic equity investments
We offer the following domestic equity investment mandates:
Canadian Equity
This mandate was established in 1961. The portfolio manager invests in high-quality, large-cap Canadian stocks, following a growth-at-a-reasonable-price investment style. The portfolio manager uses both quantitative and fundamental research, and seeks to maintain a fully invested portfolio.
Dividend
This mandate was established in 1998. The portfolio manager seeks to invest in high-quality, consistently profitable companies that pay a solid dividend and are positioned to continue to grow their dividend payout. The portfolio's objective is to achieve a steady stream of income going into the portfolio while accumulating capital growth over the longer term.
Growth Equity
This mandate was established in 1998. The portfolio manager seeks to invest primarily in Canadian companies that exhibit earnings growth well above their peers. The portfolio manager seeks companies that generate greater-than-market earnings growth without overpaying for them and broad exposure to many sectors within the Canadian market, supplemented by excellent growth opportunities in the U.S. market.
Canadian Diversified Equity
This mandate was established in 2007. The portfolio manager of this Canadian-biased equity mandate applies a growth-at-a-reasonable-price investment style, and seeks to invest in high-quality, mid to large-cap Canadian and U.S. stocks. The portfolio manager draws on a complement of both quantitative and fundamental analysis.
