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Investment Strategies

Our roots are in looking at companies from a different lens – viewing ourselves as a prospective business owner. At Gluskin Sheff, 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 intrinsic value.

Key drivers of our long-term performance are a value-oriented investment strategy; a focus on smaller, lesser-followed securities; and more concentrated portfolios. We expect these factors to continue to be key drivers of strong, risk-adjusted returns over the long term.

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.

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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: