Trends, by definition, don’t endure. What’s new or exotic isn’t
necessarily better. We help discerning investors look beyond the
hype, to take a diligent, disciplined and, yes, quieter approach to
Since the firm’s inception in 1982, Leith Wheeler has offered
investors a disciplined investment style that puts clients’
interests first. Our goal has always been to preserve clients’
capital while offering superior investment growth, regardless
of economic factors.
Our portfolios are managed with the conviction that performance
can only be added by being different from the market. Our
security selection is based on fundamental research with a
strong “value” bias. We will not invest in a company unless we
have a high level of conviction in its business model and management
team. We take a long-term view with our investments and build
meaningful position sizes in companies we admire and trust.
Experience has shown us that a company’s stock does not always
reflect its real value. This has allowed us to take advantage of some
excellent investment opportunities for our clients over time. We
invest in stocks, bonds or other securities when our research
indicates they are underpriced, providing us with a margin of safety.
Purchasing securities that are under-valued does not mean our
portfolios carry excessive risk. On the contrary, our portfolios
tend to hold companies with solid balance sheets and quality
management, which are trading at attractive prices. Companies
can become undervalued when there is a lack of investor awareness,
when an entire industry is out of favour, or when a company
experiences a short-term difficulty we believe will be overcome.
We also maintain active relationships with the management of
companies whose securities we own. Our dedication to upholding
shareholders’ interests has earned us a reputation as
shareholder advocates, while also helping our investments
achieve performance targets.
As disciplined value investors, we strive to deliver long-term,
sustainable growth for our clients.
has always been to
preserve clients' capital while offering superior
© 2017 Leith Wheeler Investment Counsel Ltd. All Rights Reserved.
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