PORTFOLIO MANAGER

Marc McQuillen, CFA
Marc McQuillen, CFAPortfolio Manager

QUICK FACTS

Investment Focus:
International Equities, Long only

Investment Structure:
Separately Managed Accounts

Minimum Investment:
$100,000

Management Fee:
1.25% + HST

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OBJECTIVE & STRATEGY

The objective of the Global Value Strategy is to provide the best risk adjusted returns possible through the ownership of select, fundamentally researched global equities. The portfolio may also invest in bonds, preferred shares, ETFs and closed-end funds. The risk profile of this strategy is moderate to aggressive. The strategy is appropriate for investors seeking capital appreciation and dividend yield who have a 5 year or greater investment horizon. Low valuation companies with existing operations and a history of generating positive cash flow are favoured by this value strategy. The strategy considers both large and smaller capitalization companies for investment. The portfolio maintains a reasonable geographic and sector diversification with a high weighting toward developed markets.

 

STRATEGY ATTRIBUTES

  • Portfolio investments individually selected based on fundamental research
  • Gain exposure to low valuation equities that are under covered, too small or too illiquid for ETFs, have unrecognized assets
  • Reduce “home bias” overexposure to Canadian equities, real estate and dollar
  • Low custody, trading & foreign exchange fees
  • Low management fees

ASSET ALLOCATION MIX:

Cash Americas Europe & ME Pacific Emerging Markets Frontier Markets
5%
25%
25%
40%
5%
0%

RISK-RETURN PROFILE

Tactex Asset Management has rated this strategy as a MEDIUM TO HIGH risk-return profile. There is always some degree of uncertainty and investment risk in any investment portfolio, particularly as relates to the rate of return or growth that may be generated over any future period. For more information, please use the request for information form located on this page.

Low
 
Low to Medium
 
Medium
 
Medium to High
 
High
 
Medium to High Risk-Return 80

 

IMPORTANT INFORMATION

This strategy summary does not constitute investment advice and is for information purposes only. Information presented is subject to change and may not be updated. Investment decisions should be made with your investment advisor based on individual circumstances and risk tolerance. Returns from this strategy can be negative and may be adversely impacted by foreign exchange fluctuations. Returns may also be impacted by taxation and foreign withholding tax. For more detailed information please contact your tax advisor.