Our Investment Philosophy

Scheer Rowlett’s investment philosophy is founded on a belief that efficiencies in the equity market are realized over mid- to long-term periods.

We also believe that a company’s earning ability, driven by its capital structure and competitive position, provides transparency to the company’s intrinsic worth. Based on this philosophy, we seek to invest in undervalued companies with strong or improving fundamentals, healthy financial positions and proven management.

Scheer Rowlett strives to deliver superior, risk-adjusted returns over the long term in both up and down markets. Our unwavering commitment to this investment philosophy forms the basis upon which we employ our investment process.