Our approach is to strive to put you in position to capture returns from market growth over time, while taking advantage
of valuation opportunities.
We are currently focused on
directional valuation opportunities in three primary areas of the global bond markets: developed - market currencies, US Treasuries and local - currency exposures in emerging markets.
«We view this development positively for Canadian - listed companies with U.S. operations, as it significantly reduces their risk profile, and may be the spark investors need to take advantage of
attractive valuation opportunities,» Russell Stanley, an analyst with Echelon Wealth Partners, wrote in a note to clients.
We always state that we will consider investing in any legal industry as long as
the valuation opportunity is compelling.
A broader but more challenging opportunity may lie with smaller companies — you'll certainly find more entry &
valuation opportunities, but it's always a struggle to assess how sustainable their competitive advantage really is, or whether they even have one... they may simply have found a small & comfortable niche.
Seeks to: Reduce risks common to small cap investing such as volatility, drawdown and valuation risks by taking advantage of lower correlations and valuation opportunities