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What We Do
 
 
 
Expertise Information about our experience and capabilities
Philosophy Our approach to investment management and to delivering consistent added value
Approach Our approach to investment process, research and risk management
Investing with Scheer Rowlett Our approach and commitment to servicing our clients
Quality and value
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Approach

Our job is to thoroughly understand why we hold the stocks we do, in the weights we do, and be mindful of portfolio risk relative to each client’s needs.

We are long-term investors. Our approach is to invest in companies in which we believe, to monitor the risk we take and thereby provide the confidence and patience to ride out periods of volatility. We are not market-timers or momentum-investors.

We employ a four step investment process:

  1. Screen all S&P/TSX constituent companies for traditional valuation measures
  2. Ensure we understand why a company’s valuation is being discounted in the marketplace
  3. Review the operating environment and any changes that may impact a company’s success
  4. Derive our own estimate of each company’s fair value (discounted cash flow or replacement value)

We invest in stocks believed to have a fair value per share much larger than their current share price and use bottom-up fundamental analysis to select the best ideas to build fairly concentrated portfolios. Sector positions are driven by our assessment of value within specific industry groups.

While we take meaningful stock positions against the S&P/TSX Index, we also follow a formal risk control system to ensure that our strategy remains fully in line with client risk tolerances.

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