Objective
| Return: |
The portfolio expects to deliver a return that is 2% better than the S&P/TSX Small Cap Total Return Index (TSX SCI) over a rolling 4-year period. |
| Risk: |
The portfolio will have a risk profile that is similar to the S&P/TSX Small Cap Total Return Index (TSX SCI). |
Investment Philosophy and Approach
Our small cap strategy utilizes Highstreet’s GVQ+R™ investment approach, creating a portfolio of stocks with strong Growth, Value, Quality & Risk characteristics.
 GROWTH Higher earnings growth rate
VALUE Lower P/E ratio
QUALITY Higher reinvestment rate
RISK Index-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 small cap pooled fund since April 29, 2005. The Highstreet Canadian Small Cap Fund is available to both private and institutional investors. This fund holds 40 to 100 stocks.
As well, Highstreet offers segregated portfolio management for portfolios of $25 Million or more.
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