Objective
| Return: |
The portfolio expects
to deliver a return that is 2% better than the S&P/TSX Composite Total Return Index over
a rolling 4-year period. |
| Risk: |
The portfolio will have market-like risk. |
Investment Philosophy and Approach
Our core strategy utilizes Highstreet’s
GVQ+ R™
investment approach, creating a portfolio of stocks with strong
Growth, Value, Quality and Risk characteristics. Highstreet's
Chief Investment Officer and Chief Risk Officer co-lead the
investment team; a testament to the firm's integration of
risk management in the investment process.
 GROWTH
Higher earnings growth rate
VALUE
Lower
P/E ratio
QUALITY
Higher reinvestment rate
RISK
Market-like
volatility |
Investment Process
Highstreet’s investment process is highly quantitative,
meaning we ensure all investment decisions are made using
numerical analysis as our guide. All portfolios are managed
by teams rather than individuals, resulting in objective decision
making. Highstreet’s governance process for investing
ensures that all decisions are well-supported and well-documented.
Highstreet’s well-defined investment process includes
a strict sell discipline. Experience has shown that a consistently
applied sell discipline is crucial to long-term investment
success. Highstreet will review a stock for sale if its GVQ+R™
profile deteriorates.
Investment Products
Highstreet has managed a core Canadian equity pooled fund
since October 1998. The Highstreet Canadian Equity
Fund is available to both private and institutional
investors. This fund holds more than 40 stocks and is invested
in most, if not all, sectors.
As well, Highstreet offers segregated portfolio management
for portfolios of $25 Million or more. Segregated portfolios
typically hold a minimum of 30 stocks.
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