North American Growth Portfolio
The North American Growth Portfolio aims to increase the value of your investments over the longer term by investing in the equity securities of companies listed on the senior stock exchanges of Canada and the United States. To be eligible for consideration the company must be listed on the S&P/TSX Composite Index or the S&P 500 Index and have a consolidated market capitalization of greater than 1 billion dollars. The portfolio consists of up to 30 stocks (no more than 15 allocated to each country) and is diversified by industry sector according to our process and the Investment Policy Statement. This enables the investor to gain exposure to the best opportunities within an equity pool of over 700 companies and two distinct economies.
Click the links below for a detailed Investment Summary or to access the past and present Quarterly Reports.
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.