What’s the strategy?
The Money Market (Portico) portfolio strategy invests in a range of Canadian money market securities, including federal and provincial treasury bills, commercial paper, bankers’ acceptances and short-term bonds to provide short-term capital preservation and interest income.
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.
Why invest in this portfolio strategy?
Ideal for investors with short-term savings goals and who are seeking interest income and capital preservation.
Data for institutional investors
Vice-President, Fixed Income
Dale is lead manager for the Portico Core Bond portfolio strategy, one of the largest Canadian bond segregated funds in Canada. As a senior portfolio manager within GLC’s fixed income division (Portico Investment Management), he also oversees some of Portico's sector-focused and specialized fixed income portfolios.
Dale began an investment career in 1990 that has included direct portfolio management responsibilities for active and passive fixed income strategies. Dale credits his deep fundamental and disciplined approach to corporate credit analysis to his varied experience early in his career, including accounting, asset liability management and a diverse educational background.
He holds a Chartered Investment Manager designation as well as an honours bachelor of business administration degree in finance from Brock University.
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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.