Objective
| Return: |
The portfolio expects to outperform the S&P 500 by 2% 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 characteristics. Ongoing management of the portfolio’s risk is also a key element of the strategy.
 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 US Equity Fund is available to both private and institutional investors. This fund will typically hold close to 100 stocks and will be 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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