What’s the strategy?
The Canadian Concentrated Value Equity (Laketon) portfolio invests primarily in large-cap Canadian companies priced below their intrinsic value given their long-term opportunities for growth.
The portfolio manager applies a deep fundamental analysis approach to stock selection. 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.
Typical portfolio characteristics include lower valuation, higher quality, and stronger earnings prospects than the broad Canadian market as measured by the S&P/TSX Composite Index.
This strategy seeks out under-valued companies that are well-managed with strong balance sheets and have the potential to achieve long-term capital appreciation.
Why invest in this portfolio strategy?
Ideal for investors seeking exposure to high quality Canadian equities that may have been overlooked by the market and offer long-term opportunities for growth.
The Canadian Concentrated Value Equity (Laketon) portfolio strategy offers Canadian equity exposure in a broadly diversified portfolio across sectors.
It’s a concentrated portfolio of high quality companies added to the portfolio at attractive values and strong potential for capital appreciation
Data for institutional investors
Anthony is the lead portfolio manager for the Laketon Canadian equity value portfolio.
Since 2003, Anthony has developed disciplined value-based investing expertise. Before joining the Laketon team in 2015, Anthony worked for a Toronto-based investment counselor where he performed deep fundamental analysis while actively managing equity portfolios.
Anthony holds a bachelor of arts degree from York University and is a CFA charterholder. He is also is a member of CFA Society Toronto's Awards & University Relations Committee, a member of the Portfolio Management Association of Canada’s Member Service Committee and a member of the Leadership Council at Capitalize for Kids.
Benchmark sources: Copyright®, FTSE is a trade mark of FTSE International Ltd and is used under license. TMX is a trade mark of TSX Inc. 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.
Composite benchmark is 100% S&P/TSX Composite (effective January 1, 2016). Previously the composite benchmark was 100% S&P/TSX60 Composite.