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Scheer Rowlett Canadian Equity

Highlights

  • Focused, value-oriented approach
  • Consistency of people and process
  • Consistent long-term performance

Objectives

  • Invest in a diversified portfolio of Canadian equity securities
  • Maximize long-term total returns
  • Beat the S&P/TSX Composite Index by 2% per year on average over rolling 4-year periods
  • Deliver superior risk-adjusted returns in up and down markets

Philosophy

  • Good value never goes out of style
  • Invest for the long-term using rigorous fundamental analysis
  • Buy good companies at discounted valuations
  • Deliver superior risk-adjusted returns in both up and down markets

Process

  • Fundamental value manager – seeks companies whose true intrinsic value has not been accurately reflected in its stock price.
  • Disciplined four-stage process:
    • Value screening
    • Industry outlook
    • Company analysis
    • Fair value estimates
  • Bottom-up security selection favours companies with:
    • Strong or improving earnings
    • Healthy financial positions
    • Proven management
  • Strict sell discipline is integral to process.
  • Risk controls include formal security, sector and market capitalization parameters.
  • Portfolio scrutinized to guard against unintended risks and to ensure optimal balance between risk and return.
Quick Facts
Inception Date December 31, 1992
Sector Allocation
% of Portfolio
Financials 40.07%
Energy 16.96%
Industrials 13.64%
Materials 13.63%
Communication Services 6.79%
Consumer Discretionary 3.27%
Cash 2.49%
Real Estate 2.07%
Information Technology 0.66%
Utilities 0.41%
Consumer Staples 0.00%
Health Care 0.00%
Top 10 Securities
% of Portfolio
Toronto-Dominion Bank 9.32%
Royal Bank of Canada 9.06%
Bank of Nova Scotia 6.75%
Canadian National Railway 5.45%
Canadian Imperial Bank of Commerce 5.06%
TC Energy Corp 4.81%
Westjet Airlines Ltd. 3.83%
Nutrien Ltd 3.72%
Canadian Pacific Railway Ltd. 3.65%
Canadian Natural Resources Ltd. 3.46%
All data as at: May 24, 2019

Contact Us

Toronto

1-888-824-3120

Montreal

514-490-2787

Calgary

403-909-8446

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