Focus Stock Portfolio
The CW Focus Stock Portfolio aims to increase the value of your investment over the long term. The portfolio is diversified into mid-to-large capitalization stocks or trust units listed on the S&P/TSX Composite Index, the S&P 500 Index, or the NASDAQ 100 Index. The portfolio consists of up to 20 securities (no more than 10 to each country) and is diversified by industry sector according to our process and investment policy. This enables the investor to gain exposure to the strongest opportunities within an equity pool of over 700 securities and two distinct economies. The portfolio is focused on buying what’s working and avoiding what isn’t.
Click the links below for a detailed Investment Summary or to access the past and present Quarterly Reports.
For further details please contact us for a copy of the Investment Policy Statement for a detailed list of the portfolio’s investment constraints and asset allocation guidelines.