Canaccord Enhanced Equity Mandate. Member CIPF. GOAL AND MISSION STATEMENT. To build and maintain unique, specialized portfolios for Canadians, using some of the best managers in the country. A focus is on reducing risk through prudent allocation and rebalancing strategies.
To build and maintain unique, specialized portfolios for Canadians, using some of the best managers in the country. A focus is on reducing risk through prudent allocation and rebalancing strategies.
Bob Thompson B.Sc., CIM
Chief Portfolio Manager & Alternative Investment Strategist
Bob is a graduate of Simon Fraser University (Bachelor of Science), with a special interest in the science of finance and money management. Bob has also completed the Canadian Securities Institute course on Personal Financial Planning, and an in depth course on Technical Analysis in the stock market, and an in depth course in Hedge Fund Management and has obtained the CIM designation. In addition, Bob is an Associate Portfolio Manager, allowing him to run discretionary accounts for his clientele. Bob’s work is frequently featured in the Globe and Mail; he is a regular columnist in the Financial Post and is a frequent guest on Report on Business Television.
Andy Tu BBA, B.Sc.
Andy is an integral part of the team. He is a graduate from Simon Fraser University, with a BBA in Finance and B.Sc. in Chemistry. Andy is currently pursuing his CFA designation and is a CFA Level III candidate. Andy is responsible for research and portfolio management. His science and business background gives him a unique expertise, and make him an extremely valuable part of the professional team.
Ashley is currently completing dual degrees in Finance and Business Real Estate at the University of British Columbia. Ashley is currently completing her CSC designation and is responsible for all marketing duties. Her educational background and outgoing personality makes her a vital asset to the team.
Cameron Hutt MBA, CFP
Wealth Management Specialist, Research
Cameron Hutt is the Wealth Management Specialist for Canaccord Capital, specializing in financial, tax and estate planning for high net worth individuals. He is a graduate of the Master of Business Administration (M.B.A.) program at the Richard Ivey Business School at the University of Western Ontario with a Finance specialization. In addition to holding the Certified Financial Planner (CFP) designation, Cameron also holds the Ch.P Strategic Wealth designation. Cameron has been in the brokerage industry since 1996 and joined Canaccord Capital in 2003. Previously Cameron worked for eight years with major Canadian Banks in investment banking and retail banking.
Canada’s best money managers have three things in common:
Extensively analyzing the Canadian marketplace, we have identified some of the best managers in the country. Some are top down; some are bottom up, while others are value based. They have track records that are unparalleled and have created immense wealth for their clients. After identifying, interviewing and producing a book on their strategies stock market superstars, we selectively use several of these managers as a core of our portfolio.
Conduct Due Diligence on 100 + non-traditional equity funds through industry contacts and consultations
Manager Selection based on Alpha generation, Adherence to Discipline, and Style
Construct Portfolio to mitigate overall risk while achieving strong performance
The Portfolio is based on providing the best risk adjusted returns that we can. What makes the product unique?
The portfolio consists of a limited set of funds usually in the range of 7-10. This allows for a sizable allocation to the best managers, while also allowing Mr. Thompson and his team the ability to reduce risk through non-correlated strategies. Concentration with adequate diversification is the key. Some of the managers have achieved exceptional results through focusing on resource stocks, while others involve themselves with special situations in a variety of industries. Some use shorting extensively, while others short rarely. Finally, all the managers are limited in their leverage capacity, to ensure that risk controls are met.
We have a disciplined approach to selection, removal, and rebalancing of managers. We add a manager as opportunities arise, depending on the managers capacity, and adherence to style and discipline. We consider replacing a manager when one or more of the following occurs.
*Past performance is no guarantee of future returns, all capital can be lost
Source: Sprott Asset Management
Benchmark 1: S&P 500 Index
Benchmark 2: Credit Suisse/Tremont HFI L/S Equity
Source: Sprott Asset Management
The strategies highlighted above may not be suitable for all investors. Several factors must be considered to determine the best method of tax minimization for an individual. We recommend you consult a professional tax advisor prior to implementing any strategy. The indicated rates of return are based on historical annual compounded total returns. Past performance is not indicative of future performance, all capital can be lost.
The information contained herein is drawn from sources believed to be reliable, but the accuracy and completeness of the information is not guaranteed, nor in providing it do the author or Canaccord Capital assume any liability. This information is given as of the distribution date of this material, and neither the author nor Canaccord Capital assume any obligation to update the information or advise on further developments relating to the information provided herein. This information is intended for distribution in those jurisdictions where both the author and Canaccord Capital are registered to do business in securities. Any distribution or dissemination in any other jurisdiction is strictly prohibited. The holdings of the author, Canaccord Capital, its affiliated companies and holdings of their respective directors, officers and employees and companies with which they are associated may, from time to time, include the securities mentioned.