Your money will be managed right alongside money that is very near and dear to us. Ours.

  • Canadian Investors
  • U.S. & International Investors
  • Client Login

Equity Strategies

U.S. Equity

Inception: 2011

The GS+A U.S. Equity Portfolio seeks to provide steady income and capital appreciation by investing primarily in a diversified portfolio of investments across a broad range of industries, with a predominant focus on publicly traded U.S. securities.

The portfolio generally invests in U.S. companies that display the following characteristics:

  • A history of providing steady dividends, distributions or interest payments
  • Strong balance sheets and a history of stable cash flows within the underlying business
  • Sustainable competitive advantage
  • Proven management ability
  • The ability to generate high or improving returns on invested capital

Peter Mann

Executive Vice-President, Co-Chief Investment Officer & Head of Equities

David Rosenberg

Chief Economist & Strategist

 

Subscriptions can be purchased for CAD $1,000 per year. All new subscriptions begin with a free one-week trial.

Group subscriptions: Please email us at research@gluskinsheff.com.

Gluskin Sheff Clients: Please contact your Gluskin Sheff representative to arrange for your complimentary subscription.

Gift certificates now available. Email us for more information.

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: