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Equity Strategies

North American All-Cap

Inception: 2018

The investment objective of the North American All-Cap portfolio is to achieve attractive long-term positive returns by investing primarily in a diversified portfolio of value, growth and income-oriented securities listed on both Canadian and U.S. stock exchanges.

The portfolio will generally display the following characteristics:

  • Positive bias towards mid-cap securities with unrealized and under-appreciated potential
  • A focus on absolute returns – not an index fund
  • Vigorous bottom-up approach with emphasis on growth profile and discount to industry peers
  • Mispriced relative to consensus with catalysts to unlock true value
  • Protecting downside through asymmetric risk/reward profile, balanced portfolio construction and options strategies to hedge out event risk
  • Dynamic foreign currency hedging 

The portfolio may use derivatives including but not limited to options, calls, puts and swaps to enhance the return of the portfolio. In addition, the portfolio may use forward contracts or other derivatives to hedge against exchange rate movements between the Canadian dollar and foreign currencies.

David Rosenberg

Chief Economist & Strategist

 

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Nearly every business day since 1997, David Rosenberg has been distilling his latest economic insights into an incisive report, which is emailed to readers around the world as Breakfast with Dave. Since he joined Gluskin Sheff in early 2009, Breakfast with Dave’s following has grown significantly.

Subscribe to Gluskin Sheff Research and access all editions of Breakfast with Dave, which includes the daily Main and Summary editions, occasional Special and Free editions, and the Weekly Buffet with Dave; a summary of Dave’s top insights from the week released every Friday.

He has consistently nailed his economic projections
Fortune Magazine

 

Sample reports: