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Home
Your Team
My Story
Principles
Wealth Creation
Wealth Planning
Investment Counselling Program
ETF Portfolios
SMA Portfolios
Focused Equity
Fee-Based Account
Specialties
Insights
Behavioral Investing
Registered Savings Plans
Resources
Canaccord Genuity
Contact Us
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Home
Your Team
My Story
Principles
Wealth Creation
Wealth Planning
Investment Counselling Program
ETF Portfolios
SMA Portfolios
Focused Equity
Fee-Based Account
Specialties
Insights
Behavioral Investing
Registered Savings Plans
Resources
Canaccord Genuity
Contact Us
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Focused Equity
Focused Equity
We seek to generate strong returns on a risk adjusted basis with below market risk. We aim to own 30-35 holdings which are selected based on their value, quality and momentum characteristics. We expect it to be a low turn over portfolio offering a tax efficient solution for our clients. Our target holding period is estimated to be about 2-3 years for each position.
A focused Equity also known as a Focus fund is a mutual fund that holds a only relatively small variety of stocks or bonds that are similar along some dimension. By definition, a focused mutual fund focuses on a limited number stocks in a limited number of sectors, rather than holding a broad or diversified mix of positions. Focused funds tend to hold positions in roughly 20-30 companies or less, unlike many funds which hold positions in well more than 100 companies.
Objectives
Strong Returns
Strong risk Adjustments
Below Market risk by focusing on value, quality momentum