| Our Portfolios |
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We offer 5 discretionary blue chip Canadian portfolios with both a bottom up and top down macro view. Bottom Up refers to the research we do to investigate a company’s fundamentals, management expertise, earnings, balance sheet strength and growth potential. We are value investors, looking for stocks that are cheap in historical perspective. Our top down macro view superimposes the economic conditions and corporate profits outlook that drives the investment environment. Life & Investments should be balancedWe advocate a balanced approach to investing. We believe equities will outperform bonds over the long term and we expect to see dividends to be an increasingly greater proportion of the overall return over the next 5-10 years. Majendie Managed Accounts:Since 1984, Nick Majendie has made bi-annual visits to interview the CEO or CFOs of the blue chip Canadian Companies in his investment universe. These interviews provide invaluable insights into the company’s management and the company’s longer-term outlook and, as such assists significantly in our stock and asset allocation decisions. Below is a list of the 5 Majendie Managed Accounts run by Portfolio Manager, Nick Majendie:
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