What’s the strategy?
The Canadian Concentrated Growth Equity (Laketon) portfolio strategy invests primarily in large-cap Canadian equities with a focus on capital growth over the long-term.
The portfolio manager applies a deep fundamental analysis approach to stock selection and focuses on companies with strong business models, sustainable competitive advantages, proven management teams and a track record for generating return-on capital well in excess of their cost of capital.
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.
The portfolio manager has the flexibility to invest in U.S. stocks within specified limits to add diversification and seek out attractive opportunities often not available in the Canadian market.
Why invest in this portfolio strategy?
Ideal for investors seeking exposure to a concentrated portfolio of growth-oriented Canadian equities with strong potential for capital appreciation over the long-term.
The Canadian Concentrated Growth Equity (Laketon) portfolio strategy is actively managed and offers a concentrated portfolio of high quality, large-cap stocks that are broadly diversified across sectors.
When compared to the broad Canadian benchmark, the S&P/TSX Composite index, typical portfolio characteristics for the Canadian Concentrated Growth Equity (Laketon) strategy include:
- Higher return-on-invested-capital attributes
- Higher growth metrics
- Higher reinvestment rate
Data for institutional investors
Ben is the lead portfolio manager for Laketon’s equity growth portfolios.
He joined the Laketon portfolio management team in 2004, bringing with him almost a decade of industry experience covering Europe, the U.K and Canada, where he refined his deep fundamental investment process.
A CFA charterholder, Ben earned a bachelor of commerce degree (co-op) from the University of Victoria and an MBA from York University.
Benchmark source: 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 London 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.