18 AM Canadian Equity
The 18 AM Canadian Equity portfolio is a long-only mandate with 100% allocation to Canadian Equities, selected from large and liquid companies trading in Canada. It is a focused portfolio of 30 stocks, allocated equally to two unique styles and generally invested in a minimum of 8 industry sectors. Using our systematic process, we select companies that exhibit the most attractive fundamentals representing these styles. The portfolio has a high active share and is considered medium to high risk.
The portfolio is designed to capture the benefits from two central portfolio management principles: focused portfolios and high conviction style betas. It is suitable for clients seeking a unique alternative for a stand-alone Canadian equity allocation or as a complement to an existing core or passive allocation.