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Our Investment Philosophy

At Gluskin Sheff, we believe that superior long-term investment performance is grounded in disciplined security-specific selection.

When considering a potential investment, we view ourselves as a prospective business owner. As such, investment decisions are based on bottom-up research and a thorough assessment of a company and its management.

We look for companies with long-term growth and stability, a proven track record, shareholder-minded management, and a share price that is trading below our estimate of value. This provides a margin of safety and the opportunity for strong long-term gains.

Our team monitors the companies we invest in and their changing business environments.

Selecting Securities
At Gluskin Sheff, we seek to make investments in businesses that have the following characteristics:

Researching Companies
For Gluskin Sheff, the acquisition of relevant information from a variety of sources is a critical step in our analysis and decision-making process.

Monitoring Investments
Our approach to monitoring investments includes:

Managing Risk
At Gluskin Sheff, we ensure our portfolios contain a selection of stocks diversified across companies and industries, and across the risk spectrum.

Statement of Principles
Gluskin Sheff sets a platinum standard for compliance procedures and manages the private details of clients' business affairs with absolute discretion.

 
 
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