Overview

What’s the strategy?

The Science and Tech (London Capital) portfolio strategy invests primarily in U.S. and Canadian companies with strong growth prospects in science and technology related sectors to achieve long-term capital appreciation. Such sectors include:

  • health and life sciences
  • bio technology
  • telecommunications
  • computer and e-commerce related industries.

The portfolio managers pursue a systematic approach in which fundamental factor-analysis underpins stock selection and portfolio construction to capitalize on key drivers of stock performance.

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 science and technology related companies that are positioned to deliver strong results in the current market cycle.

Why invest in this portfolio strategy?

Ideal for investors seeking sector specific exposure to science and technology growth-related companies to complement a well diversified portfolio.

Investors gain access to the potential of forward-thinking, innovative science and technology companies through this mandate. These growth companies rapidly evolve in today’s market place, tending to outpace inflation and leading to strong price appreciation over the long-term.

The portfolio will invest across the market cap spectrum in both the Canadian and U.S. markets.

Portfolio

Data for institutional investors

Portfolio managers

Martin Rose is the lead manager of the Science and Tech (London Capital) portfolio strategy and is supported by the London Capital team. Learn more about the GWLIM investment philosophy and strategy.

Martin Rose

Manager, Equities

Martin co-manages the London Capital U.S. equity portfolio and is lead portfolio manager of the London Capital science and technology portfolio strategy.

Martin joined GLC’s GWLIM equity team in 2006, and in 2017 joined the London Capital equity team with a continued focus on U.S. equities. He brings more than 16 years of industry experience to the team.

Martin is a CFA charterholder and has an honours bachelor of commerce degree from the University of Manitoba.

Benchmark Source: Copyright®, 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.

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.

Composite benchmark is 80% S&P500 Info Tech TR, 20% S&P/TSX Capped Info Tech TR (effective July 1, 2016). Previously the composite benchmark was 50% S&P500 Info Tech TR, 50% S&P/TSX Capped Info Tech TR.