We Don’t Try to Time the MarketWe believe investment returns can be maximized over the long term by following a buy and hold strategy.
Small and Mid Cap ExpertiseSome of the best investment opportunities in the Canadian equity market can be found in small and mid capitalization equities.
Small, Entrepreneurial & Independent“Attractive investment management organizations encourage decisions directed toward creating returns, not toward generating fee income. Such principal-oriented advisors tend to be small, entrepreneurial, and independent.” –David Swenson
Employee Owned Firm“Small, independent firms operate on the opposite end of the spectrum from large subsidiaries of financial services conglomerates. Appropriate firm size and sensible ownership structures contribute to superior investment results.” –David Swenson
Small, Independent Firm“Large, multiproduct, process-driven firms face the daunting hurdle of overcoming bureaucratic obstacles. Small, focused, independent firms with excellent people provide the highest likelihood of identifying the contrarian path to excellent investment results.” –David Swenson