Hedge Strategies
Investing in hedge strategies adds diversification to your overall portfolio, providing the potential for enhanced returns relative to bonds. It has a low correlation with traditional equity and bond market returns, with performance driven by our insights,
not by market direction. Our diversified portfolio invests in five complementary strategies.
The first strategy focuses on Canadian small-cap stocks, analyzing fundamental aspects of hundreds of companies in the context of their industries and competitive environments. The strategy uses long and short investing to realize value.
The second strategy invests long and short in Canadian, US, Swiss, UK, Australian and Japanese bonds, ranging from provincial to high yield.
The third strategy uses a quantitative approach to the global equity market, evaluating thousands of stocks across developed and emerging markets. The strategy uses long and short investing, meaning returns are not correlated to equity market movements.
The fourth strategy invests in large- and small-capitalization Canadian and US-listed stocks across diversified sectors using long and short positions to exploit market inefficiencies and opportunities while managing risk.
The fifth strategy invests in long and short positions in emerging market debt, both corporate and sovereign credit.
