The BHB Group - ScotiaMcLeod Montreal - Portfolio Management

By: RBC Dominion Securities  09-12-2011
Keywords: Portfolios, investment portfolios, Capital Preservation

We understand how hard our clients have worked throughout their lifetimes to accumulate their wealth, and we feel extremely privileged to be charged with the task of preserving it for future generations. If left to the devices of the financial markets, wealth does not necessarily preserve itself. Inflation and taxes, for instance, are two items that serve to reduce one’s total wealth. We believe that a comprehensive capital preservation strategy will seek to create efficient portfolios that maximize investment yields and reduce risk at the same time.

Diversification is the process of reducing investment risk without sacrificing potential returns. We work closely with our clients to understand their unique investment objectives and risk tolerances and apply this information towards establishing an optimal mix of diversified, investment asset classes. Once a client’s asset allocation is determined, we use a top-down investment approach to security selection, seeking to identify global macroeconomic investment themes and strategically position client portfolios in the strategies, sectors or sub-classes that stand to benefit the most from secular and cyclical trends. We then embark on a rigorous security selection process to invest in those securities that are best positioned to outperform their peers.

One of the most important measures of the sustainability of a business is its capacity to generate positive cash flows. It is no different for your portfolio. Unfortunately investors today are confronted with a low interest rate environment and as such, investment yield is very difficult to obtain without actively taking on more investment risk. We use sophisticated strategies to help enhance income clients receive in both equity and fixed income portfolios.

If the recent history of capital markets has taught investors anything it is that investing in financial markets is never a risk-free proposition. As such, we work diligently to monitor and quantify the various risks inherent in our clients’ investment portfolios and apply the appropriate tools and techniques to reduce investment risk.


Keywords: Capital Preservation, investment portfolios, Portfolios, Preservation Strategy

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