- Focused, value-oriented approach
- Consistency of people and process
- Consistent long-term performance
- Maximize long-term total returns
- Beat the S&P/TSX Composite Index by 2% per year on average over a business cycle
- Strive to deliver superior risk-adjusted returns in up and down markets
- Good value never goes out of style
- Invest for the long term using fundamental analysis
- Buy good companies at discounted valuations
- Deliver enhanced risk-adjusted returns
- 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
Inception date of the Scheer Rowlett Canadian Equity Strategy is December 31, 1992.