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To reach the optimum risk/return ratio, the following guidelines help us in identifying investment opportunities:
  | We study the prevailing macroeconomic and geopolitical environment and sector specific level of activity and tendencies. |
| We analyze many companies and try to identify which one will benefit from the prevailing context. |
| We invest portfolios in many sectors and asset classes to control fluctuations, keeping in mind the stated investment objectives |
Examples of portfolio structures
| Model portfolio # 1 | Model portfolio # 2 | Primary objective
| Income
| Dynamic Growth
| Secondary objective | Moderate growth
| Income |
Examples of diversification
Cash
| 5 % - 10 %
| 0 % - 10 %
| Fixed income securities
| 30 % - 40 % | 10 % - 30 % | Income trusts | Up to 20 % | Up to 20 % | | Growth securities | Up to 55 % | Up to 85 % | | Portfolio current yield | 3 % - 5 % | 2 % - 3 % |
Example of position diversification
Number of growth securities held
| Approx. 16 to 25 positions, depending on portfolio size
| Percentage of each position | From 2 % to 8 % approx. of portfolio value
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Equity positions market capitalization
Large capitalization($ 3 billion
and up in market cap.)
| 60 % approx.
| 60 % approx.
| Medium capitalization(From $ 1.5 billion $ to $ 3.0 billion) | Up to 20 % approx. | Up to 20 % approx. | Small capitalization(Under $ 1.5 billion) | Up to 20 % approx. | Up to 20 % approx. |
Our investment sytle
Value investing bias
| 60 % to 70 %, our prevailing approach
| Growth investing bias | 30 % to 40 %, our complimentary approach
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