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Canaccord Genuity Corp.

The Canaccord Genuity Select Portfolios use a multi-disciplinary approach to security selection which incorporates fundamental, quantitative and technical analysis. This disciplined and iterative process systematically selects top-ranked equities with high growth, momentum and value attributes. These securities are then used to construct high quality portfolios which are reviewed regularly and rebalanced as necessary and with attention to risk management

 

Four Portfolios to choose from

Canadian Focused Equity Portfolio

  OBJECTIVES

  • Strong absolute returns that target above the benchmark
  • Strong risk-adjusted returns (targeting Sharpe > 1.0)
  • Below market risk focused on value, quality and momentum

  FEATURES

  • Concentrated Portfolio - Holds a maximum 35 equities
  • Low Volatility - Targeting 90% of benchmark ex. Portfolio Beta 0.90
  • Tax-Efficient - Target holding period of 2-3 years (turnover ~30%)

Canadian Dividend Portfolio

  OBJECTIVES

  • Above market portfolio yield 3.8% (vs. TSX 2.9%)
  • Above market dividend growth 12.3% (vs. TSX 4.9%)
  • Below market risk by focusing on dividend yield, value, quality & momentum

  FEATURES

  • Concentrated Portfolio - Holds a maximum of 35 equities (weights range: 2% to 8%)
  • Low Volatility - Targeting 90% of benchmark ex. Portfolio Beta 0.90
  • Tax-Efficient - Target holding period of 2-3 years (turnover ~30%)

Canadian Focused Dividend Portfolio 

  OBJECTIVES

  • Above market portfolio yield 3.5% (vs. TSX 2.9%)
  • Above market dividend growth 7.5% (vs. TSX 4.9%)
  • Below market risk by focusing on dividend yield, value, quality & momentum

  FEATURES

  • Concentrated Portfolio - Holds a maximum of 15 equities (weights range: 4% to 12%)
  • Low Volatility - Targeting 90% of benchmark ex. Portfolio Beta 0.90
  • Tax Efficient - Target holding period of 2-3 years (turnover ~30%)

Canadian Small Cap Portfolio

  OBJECTIVES

  • Strong absolute returns that target above the benchmark
  • Strong risk-adjusted returns (targeting Sharpe > 1.0)
  • Below market risk focused on value, quality and momentum

  FEATURES

  • Concentrated Portfolio - Holds a maximum 35 equities
  • Low Volatility - Targeting 80% of benchmark ex. Portfolio Beta 0.80
  • Tax-Efficient - Target holding period of 1-2 years (turnover ~50%)

Let's meet to find a time that works for you 

Managed portfolios are not right for everyone, we are willing to find out if they are suitable for you.