Trimark Diversified Income
This fund invests in a mix of Canadian and foreign stock, REITs, and income trusts, as well as Canadian and global fixed income, including high yield, investment grade, preferred shares and convertible debt. Despite the focus on generating yield, the managers select securities using a total return approach, which looks for an attractive long term return though a mix of investment income, dividends and capital gains.
Read MoreTrimark Canadian Small Companies Fund
Like most other funds that carry the Trimark banner, this fund invests in a concentrated portfolio of high quality businesses run by great management teams that they can acquire at a reasonable valuation. The managers look for industry leading businesses that have sustainable competitive advantages. There also must be what the managers call a “big idea” with a company. This big idea is something that they believe the market hasn’t yet recognized that will help unlock the value of the company.
Read MoreRBC O’Shaughnessy Canadian Equity Fund
Like the other O’Shaughnessy Funds, the RBC O’Shaughnessy Canadian Equity Fund uses a quantitatively driven stock selection process that is highlighted in the manager’s book “What works on Wall Street”. Essentially the manager employs various screens looking for stocks that have a history of above average sales, above average trading value and above average cash flow. The manager will then pick the highest ranked 50 stocks for inclusion in the portfolio on an equally weighted basis. The screens are run several times a year, with the end portfolio being made up of between 150 and 200 stocks with significant levels of portfolio turnover. The Fund will be fully invested at all times
Read MoreRBC O’Shaughnessy All Canadian Equity Fund
Like the other O’Shaughnessy Funds, the RBC O’Shaughnessy All Canadian Equity Fund uses a quantitatively driven stock selection process that is highlighted in the manager’s book “What works on Wall Street”. Essentially the manager employs various screens looking for stocks that have a history of above average sales, above average trading value and above average cash flow. The manager will then pick the highest ranked stocks for inclusion in the portfolio on an equally weighted basis. This fund is a blend of his Canadian Growth and Canadian Value models.
Read MoreMawer New Canada Fund
In selecting stocks, the manager follows a “Growth at a Reasonable Price” approach. They focus on small cap stocks that have a demonstrated history of generating high returns on equity, but are trading at a level that is below their estimate of its true worth.
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