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Investment Philosophy

We focus on generating strong, risk-adjusted returns for our clients guided by the following three principles:

Research-driven security selection

  • Our research-driven process gives us the confidence to manage portfolios of our best ideas.
  • Our security selection process consists of finding undervalued, profitable and cash flow generating companies with excellent management teams and a sustainable competitive advantage.
  • We employ a collaborative approach to our research process, combining the disciplines of equity research, fixed income analysis and risk management.

Macroeconomic analysis

  • We analyze global macroeconomic trends to guide investment decisions by identifying key opportunities and potential risks.
  • Historical perspectives provide us with the insights required to make profitable long-term decisions on behalf of our clients.

Strategic asset allocation

  • We leverage our wealth planning services to incorporate all aspects of our clients’ financial picture and define what success means to them.
  • We construct customized portfolios for each client based on the most attractive market opportunities suited for their goals and objectives.
  • We believe in strategic asset allocation and the benefits of diversification by asset class, sector and geography and by investing in both public and private markets.

David Rosenberg

Chief Economist & Strategist


Subscriptions can be purchased for CAD $1,000 / user per year.

All new subscriptions begin with a free one-week trial.

Group subscriptions: Please email us at

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: