Aggressive Growth Portfolio

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The fundamental investment objectives of the portfolio are to provide mid to long term capital growth.  The fund's mandate allows it to invest in small, medium, and large capitalization companies.


Investment Strategy

To achieve the portfolio's investment objectives, we look for companies that have:

  • a sound financial position
  • a high level of profitability that continues to increase
  • strong, positive earnings surprise
  • strong earnings estimate revision
  • above average ROE
  • a reasonable valuation

We do not use market timing or industry timing strategies in the management of this portfolio.



Performance returns are based on actual representative accounts. Please note that past performance is not necessarily an indicator of future performance. The indicated rates of return are gross of fees. Individual results of clients' portfolios may differ from that of the representative portfolios as fees may differ, and performance of specific accounts is based on specific account investiture.
The noted representative portfolios may not be appropriate for all investors.