Our portfolio enhancement criteria helps us evaluate how adding or removing companies can enhance the quality and performance of our portfolios.

Our portfolio enhancement criteria helps us evaluate how adding or removing companies can enhance the quality and performance of our portfolios.
Companies in the TSX Composite Index are reporting earnings for the fourth quarter (Q4) of 2023. If looking only at the strength we have seen in equity markets, it would be easy to assume that everything is on track for a strong finish to the 2023 earnings year. However, analysts have forecasted that Q4 2023 earnings will be down 1.1% from the same period in 2022.
Capital allocation is one of the most important decisions made by management teams. It is an essential consideration as we weigh investment alternatives.
Canadian banks make up a large part of the S&P/TSX Composite Index. Their performance has a large impact on stock market returns.
Our corporate values are something we take seriously and work hard to embody and implement daily. Learn more about who we are and our corporate culture.
An example of how we balance quality and value considerations to determine portfolio weights.