Updated December 05, 2023.

Leith Wheeler
Canadian Equity Fund

Objective

The Fund seeks to provide above-average long-term investment returns by investing primarily in a diversified portfolio of common shares and other equity-related securities issued by Canadian companies. Under normal circumstances the Fund will keep its portfolio fully invested, to the greatest extent possible, in equity.

Investment Style

We utilize a value approach to stock selection, applying bottom-up, fundamental analysis to all investment decisions. Our investment goal is to protect client capital while generating superior investment growth, regardless of economic conditions. We seek to invest in companies with stable earnings, a long-term business model, and a capable management team we can trust that can navigate variable market conditions.