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Equity Strategies


Inception: 2009

The GS+A Resource Portfolio seeks to achieve above average long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities of companies in the resource sector.

Sub-sector allocations will be made in the context of a “top-down” (macro) analysis of the global economic environment and supply-demand fundamentals for the respective commodities. Security selection is driven by a focus on:

  • Strong management teams with a proven track record of value creation
  • High quality, long-life assets with strategic value
  • Capital discipline and financial flexibility
  • Asset value growth potential
  • Attractive valuations relative to our estimate of intrinsic worth

Leon Knight

Vice-President & Portfolio Manager, Equity Investments

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: