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Home 2017-12-11T15:47:51+00:00

PARTNERS’ CAPITAL:

We manage approximately $1 billion (CAD)As at June 30, 2017 including AUA for institutions and individuals, alongside whom we invest on the same terms.

EMPIRICALLY-SOUND APPROACH:

So rare is real, enduring growth that only a small handful of companies meet our criteria.

EXCELLENT RESULTS:

Better total return with less downside risk.

Our pure focus:

The sustainability of growing cash flows

Our extremely selective approach avoids 96% of the S&P 500

Sources: Here
As at Jun 30, 2017 Sources: Bloomberg, S&P, Factset. Analysis of cutters as at March 31, 2017.

We’re not invested in sectors with low or erratic growth in operating cash flow – because they can’t generate the high year-over-year growth in dividends we’ve been able to find. Energy, REITs, Telecoms and Utilities usually don’t make the cut.

Research-driven

The partners’ capital keeps the team active, engaged and always accountable.