Objective
| Return: |
The portfolio expects to deliver a return that is 3% better than the TSX over a rolling 4-year period. |
| Risk: |
The portfolio will have a higher risk profile than the market. |
Investment Philosophy and Approach
Our growth mandates are focused on a strong growth profile, creating portfolios that have better than market growth characteristics. We also carefully manage the risk in the portfolio, to make sure it meets the criteria we set. 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
GROWTH Higher earnings surprise
GROWTH Higher estimate revision
RISK Same or slightly higher 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 G+R™ profile deteriorates.
Investment Products
Highstreet launched the Highstreet Canadian Growth Fund in January 2004. This pooled fund is available to both private and institutional investors. The Fund holds more than 30 stocks.
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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