What’s the strategy?
The Canadian Resources (GWLIM) portfolio strategy invests mainly in medium- to large-cap Canadian resource-based stocks with above-average growth potential to achieve long-term capital appreciation.
This strategy focuses on investing in Canadian resource companies across the market cap spectrum from industries such as oil and gas, gold and precious metals, metal and minerals, forest products and alternative energy. It follows a growth-oriented management style that 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 resource-based companies that are positioned to deliver strong results in the current market cycle.
The portfolio manager has the flexibility to invest in U.S. stocks within specified limits.
Why invest in this portfolio strategy?
Ideal for investors seeking to diversify their Canadian equity exposure with sector specific exposure to Canadian companies engaged in natural resource industries.
By investing in companies exposed to the commodity industry the strategy can act as a diversifier within a portfolio by:
- Having low to negative correlation to equity and bond markets.
- Acting as an inflation hedge, as commodities typically perform better during periods of rising inflation.
The portfolio is well diversified across sectors and will invest across the market cap spectrum. It offers an active management approach by a portfolio team with extensive experience in selecting resource stocks with higher growth potential than the broad Canadian market, and the opportunity to leverage the global demand for energy and commodities.
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
Data for institutional investors
Senior Vice-President, Equities
Patricia oversees GLC’s GWL Investment Management (GWLIM) division, a team of senior equity portfolio managers, analysts and research experts who she’s been leading since 1991. She’s also the lead portfolio manager for the GWLIM Canadian All Cap Growth equity mandate and has been associated with the portfolio since she joined the GWLIM team in 1987.
Patricia brings over three decades of top-down macro-strategy and bottom-up fundamental analysis expertise to her role as co-chair of the GLC Global Multi-Asset Strategy team. As co-chair, Patricia plays a leadership role in setting the strategic and tactical asset mix views for all of GLC’s balanced, target-date and target-risk asset allocation fund solutions.
Patricia is a CFA charterholder and holds an honours Bachelor of Commerce degree from the University of Manitoba. She’s also a former president of the Winnipeg Society of Financial Analysts, past chair of the Winnipeg Humane Society and recipient of Canada’s Top 100 Most Powerful Women award.
Dylan is the lead manager of the SRI Canadian Equity portfolio, co-manager of the Canadian Resource mandate and assists in portfolio management of GWLIM’s flagship Canadian Equity portfolio. He is also a member of the GLC Global Multi-Asset Strategy team, which oversees all of GLC’s balanced, target-date and target-risk asset allocation fund solutions.
He began his career in investment management and research in 1999 and has worked with the GWLIM portfolio management team since 2007.
Dylan is a CFA charterholder and earned an Honours Bachelor of Business Administration degree from the University of Regina.
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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.