What’s the strategy?
The Canadian Focused Dividend (GWLIM) portfolio strategy invests mainly in Canadian stocks with attractive dividend yields and strong potential for dividend growth along with the ability to achieve long-term capital appreciation.
It blends top-down macro-analysis with bottom-up fundamental stock research. The portfolio manager seeks to identify industry risks, competitive opportunities and macro trends to influence sector allocations. This is done alongside disciplined fundamental research to identify companies that are positioned to deliver strong results. To a limited degree, the portfolio manager can invest in U.S. stocks.
Why invest in this portfolio strategy?
Ideal for investors seeking exposure to Canadian equities, with a bias towards companies that have history of paying and growing their dividends over time.
This income-focused portfolio is well diversified across sectors. It offers a portfolio of dividend-paying stocks with a focus on positive return generation in up markets and capital preservation in down markets. When compared to its benchmark, the S&P/TSX Composite index, the portfolio has historically had a lower volatility, a higher dividend yield, and an attractive valuation measure.
The portfolio has the flexibility to hold U.S. stocks, which provides the opportunity to add diversification and seek out attractive opportunities often not available in the Canadian market.
This is a diversified Canadian equity portfolio that tends to have an attractive risk/return profile versus most Canadian equity strategies.
Data for institutional investors
Clayton is the lead portfolio manager for GWLIM’s Canadian and U.S. dividend strategies. He’s also a member of GLC’s Global Multi-Asset Strategy team, which oversees all of GLC’s balanced, target-date and target-risk asset allocation fund solutions.
Clayton joined the GWLIM team in 2006 and brings more than 20 years of industry experience to the portfolio management team.
Clayton is a CFA charterholder and a Licensed International Financial Analyst. He also holds an Honours Bachelor of Commerce degree from the University of Manitoba.
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.