What’s the strategy?
The Core Bond (Portico) portfolio strategy invests primarily in government bonds and high-quality corporate bonds with a variety of maturity terms and credit risks to create a highly-diversified core Canadian bond portfolio.
The portfolio manager’s goal is to outperform the FTSE TMX Canada Universe Bond Index by seeking to optimize yield opportunities, while maintaining prudent diversification to moderate volatility and preserve capital.
The portfolio manager pursues a consistent, measured and disciplined approach to capture incremental gains through a multi-factor approach to analyzing interest rates, credit markets and yield curves. The portfolio manager manages the portfolio within a moderate variation of the index duration.
This purely Canadian bond portfolio is highly diversified by sector, term and issuance, with a focus on capital preservation and a long-term view towards conservative, stable income and capital appreciation.
Why invest in this portfolio strategy?
Ideal for investors seeking a conservatively managed, highly diversified core fixed income portfolio that’s designed to be responsive to changes in interest rates and market risks, while controlling overall risk levels.
The Core Bond (Portico) portfolio strategy can offer:
- A purely Canadian bond portfolio that is highly diversified by sector, term and issuance
- A conservatively managed, high-quality portfolio of investment-grade fixed-income holdings
- Active management of credit risk, duration, yield curve and sector positioning to optimize yield opportunities while mitigating risk
- Active management of sector exposure to seek greater yield opportunities and manage risk
Data for institutional investors
Vice-President, Fixed Income
Dale shares leadership responsibility for GLC’s Portico Investment Management division, which oversees more than $18 billion* of fixed-income assets under management within bond, mortgage and money market portfolios.
As lead manager for the Core Bond portfolio strategy, Dale heads up the portfolio management of the largest Canadian bond segregated fund in Canada.* He also oversees some of Portico's sector-focused and specialized fixed income portfolios.
Dale has more than 25 years of investment experience, including direct portfolio management responsibilities for active and passive fixed income strategies.
He holds a Chartered Investment Manager designation as well as an honours bachelor of business administration degree in finance from Brock University.
* Source: London Life Core Bond Fund, Morningstar, June 30, 2017
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.