U.S. Growth Portfolio

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Overview

The fundamental investment objective of the portfolio is to provide long term capital growth while taking on less risk and volatility than the general market.  The portfolio will seek to achieve its objectives by purchasing a diversified portfolio of both growing and established U.S. companies.

 

Investment Strategy

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

  • are established businesses with the potential for significant price appreciation over the next 12-24 months
  • have a sound financial position and high level of growth and profitability that are expected to continue
  • collectively will provide for a diversified portfolio over both market capitalization and industry sectors 

 

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

 

(Source: Dataphile)

        (Source: Toogood)

 

U.S. Growth
Portfolio

 

27.17%

 

13.55%

 

16.31%

 

15.42%

 

S&P 500 Index
 

21.83%

 

11.41%

 

15.79%

 

13.76%

 

 

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.