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Investment Philosophy

We offer our clients a unique mix of complementary investment strategies across equity, fixed income and alternative asset classes.

Our investment approach seeks to deliver superior long-term risk-adjusted returns through differing economic and market cycles, while always retaining a sharp focus on the preservation of our clients' capital. We have a strong history of insightful bottom-up security selection based on fundamental analysis and in-depth research. With the addition of David Rosenberg as Chief Economist & Strategist in 2009, our investment process now involves a unique marriage between our bottom-up security-specific fundamental analysis and our top-down macroeconomic view.

We assemble concentrated portfolios. In this way, clients benefit from the ideas in which we have the highest conviction.

Our investment professionals have the expertise, dedication and experience to make insightful investment decisions, while being committed to the principle that in every action we take, we will be guided by the long-term best interests of our clients.

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: