What’s the strategy?
The Canadian Concentrated Pure Dividend (Laketon) portfolio invests primarily in Canadian dividend-paying equities with attractive dividend yields, and to a lesser extent may hold preferred shares. This strategy seeks to achieve a steady stream of income-generation with the potential for long-term capital appreciation.
The portfolio manager applies a deep fundamental analysis approach to stock selection and focuses on positive return generation in up markets and capital preservation in down markets. Using dynamic and proprietary financial models along with deep dive analysis into companies, the portfolio manager seeks to capture opportunities and manage risks that are mispriced or not yet priced into the market.
Typical portfolio characteristics include lower valuation metrics and a higher dividend yield than the broad Canadian market as measured by the S&P/TSX Composite Index.
This is a pure Canadian exposure portfolio strategy that results in a concentrated portfolio of large-cap dividend-paying stocks with strong potential for capital appreciation and the benefit of compounding dividends over time.
Why invest in this portfolio strategy?
Ideal for investors seeking exposure to large-cap pure Canadian equity portfolio of high quality dividend-paying stocks that offer the potential for attractive long-term capital appreciation and the benefits of compounding dividend income over time.
The Canadian Concentrated Pure Dividend (Laketon) portfolio strategy can offer:
- Dividend income to help cushion returns in volatile equity markets.
- Pure Canadian equity exposure.
- A concentrated portfolio with broad diversification across sectors.
- An attractive risk/return profile versus most Canadian equity strategies.
- A track record of historically lower volatility when compared to its benchmark and a tendency to outperform in down markets.
Data for institutional investors
Senior Vice-President, Equities
Brad is the lead portfolio manager for Laketon’s pure Canadian dividend portfolio strategy and the dividend-equity component of GLC’s income balanced mandates.
Brad began his investment career in 1989. Since joining Laketon in 2007, his career focus on yield-oriented equities has translated into a disciplined approach to investing in dividend-paying, quality companies through deep fundamental analysis.
He earned an honours bachelor of business administration degree from Wilfrid Laurier and an MBA from Queen's University. He is also a CFA charterholder.
Benchmark sources: Copyright®, FTSE is a trade mark of FTSE International Ltd and is used under license. Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); and TSX® is a registered trademark of TSX. Copyright®, MSCI Inc.
Portfolio attributes and rates of return reflect the portfolio strategy used by the Canada Life segregated fund shelf
Past performance is no guarantee of future results.
There is no guarantee that investment objectives, or risk or return targets discussed in this material will be achieved. No part of this material may be reproduced or redistributed in any form without express written permission of GLC Asset Management Group Ltd. The data provided is for information purposes only. This material is not intended to be read in isolation and may not provide a full explanation of all the topics that are presented and discussed. Information contained in this material has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. Furthermore, there can be no assurance that any trends described in this material will continue or that forecasts will occur; economic and market conditions change frequently. This material should not be considered a recommendation or offer to purchase or sell any particular investment.