Investment Portfolios
At Gluskin Sheff, we offer a range of portfolio models to best serve our clients'
needs.
Our models offer clients the potential for strong investment returns with an emphasis
on the preservation of capital. They should be considered in light of individual
objectives, time horizon, and risk parameters.
A description of our various Investment Strategies are provided below. For specific
investment options available to you, please contact Gluskin Sheff directly.
GS+A Growth (North America) Segregated Portfolio
The objective of the GS+A Growth Portfolio is to achieve capital appreciation by investing
in a portfolio of undervalued growth-oriented companies. This portfolio is comprised
of companies with a sustained competitive advantage, evidence of strategic execution
over the entire course of the business cycle, and proven management ability.
GS+A Canadian Equity Segregated Portfolio
The objective of the GS+A Canadian Equity Portfolio is to achieve attractive long-term risk-adjusted
returns by investing primarily in a diversified portfolio of value, growth and income-oriented securities
listed on Canadian stock exchanges.
GS+A U.S. Equity Segregated Portfolio
The objective of the GS+A U.S. Equity Portfolio is to achieve long-term capital gains
through investing in a diversified portfolio of undervalued growth and value companies,
trading on recognised U.S. exchanges.
GS+A Premium Income Segregated Portfolio
The objectives of the GS+A Premium Income Portfolio are to provide steady income distributions
together with an opportunity for capital appreciation through a diversified portfolio
of stable, income-producing investments across a broad range of industries. The
portfolio may include higher dividend-paying common stocks, income and royalty trusts,
REITs, preferred shares and various debt securities.
GS+A Enhanced Bond Segregated Portfolio
The objective of the GS+A Enhanced Bond Segregated Portfolio is to achieve capital
appreciation and stable income through a concentrated portfolio of fixed income
credit securities which encompasses a broad universe of companies and credit ratings.
Investments are made primarily in the debt of companies which trade at prices or
credit spreads that we believe do not reflect their positive fundamentals, long-term
outlook, or ratings.
GS+A Resource Segregated Portfolio
The objective of the GS+A Resource Segregated Portfolio is to achieve above average
long-term capital appreciation by investing primarily in a diversified portfolio
of equity and equity-related securities of companies in the resource sector.
GS+A U.S. Premium Income Segregated Portfolio
The objective of the GS+A U.S. Premium Income Segregated Portfolio is to provide steady income together with an
opportunity for capital appreciation by investing primarily in a diversified portfolio of stable, income-producing
investments across a broad range of industries, with a predominant focus on publicly traded U.S. securities.
Gluskin Sheff clients may view Pooled Fund Financial Statements here.