Core Growth Portfolio

 

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Overview

The fundamental investment objectives of the Core Growth portfolio are to provide mid to long term capital growth through the purchase of the common stocks of growing Canadian companies.

 

Investment Strategy

To achieve the portfolio's investment objectives, we look for companies that have:

  • a sound financial position

  • a high level of profitability that continues to increase

  • earnings estimates and target prices that are being revised upwards by the analysts that follow the stocks

  • a reasonable valuation
     

We do not use market timing or industry timing strategies in the management of this portfolio.

 

                    (Source: Toogood)

 

Core Growth
Portfolio

13.53%

 

11.78%

 

18.71%

 

15.23%

 

S&P/TSX Capped
Composite Index

9.10%

 

 

6.59%

 

 

8.63%

 

 

5.76%

 

 

         
         

 

Performance returns are based on actual representative accounts. Please note that past performance is not necessarily an indicator of future performance. The indicated rates of return are gross of fees. Individual results of clients' portfolios may differ from that of the representative portfolios as fees may differ, and performance of specific accounts is based on specific account investiture.
The noted representative portfolios may not be appropriate for all investors.