INVESTMENT STRATEGIES
Our aim is to offer world class equity, income, and alternative investment strategies.
Over the last 20 years we have continuously refined and evolved our investment process, incorporating new methodologies and tools to enhance our offerings.
As a Generation PMCA client, you will work closely with our team of investment professionals to construct a portfolio tailored to your return objectives and risk profile.
Client Approach >
from one generation to the next
INVESTMENT STRATEGIES
Our aim is to offer world class equity, income, and alternative investment strategies.
Over the last 20 years we have continuously refined and evolved our investment process, incorporating new methodologies and tools to enhance our offerings.
As a Generation PMCA client, you will work closely with our team of investment professionals to construct a portfolio tailored to your return objectives and risk profile.
Growth Strategies
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Combines our systematic large cap strategy with our best North American small and medium cap ideas, often concentrated in individual positions and sectors.
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Invests primarily in securities of large capitalization companies, typically with market caps over $5 billion at the time of purchase, but may invest in those with $2 to $5 billion market caps.
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Utilizes a rigorous and proprietary process to uncover undervalued large cap global equities.
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Quantitative strategies typically combine proprietary investment systems with systematic, rules-based decision making.
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Utilizing our proprietary quantitative ESG methodology, companies are ranked on their commitment to environmental & social change, governance policies, culture, profitability, and shareholder alignment.
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Utilizes a rigorous and proprietary process to uncover undervalued large cap Sharia-compliant global equities.
Income Strategies
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Follows a value approach to income investing, targeting securities which our analysis indicates are mispriced, with a view to providing above average risk-adjusted returns from current income and potential capital gains.
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Utilizes a quantitative approach to uncover investment grade corporate bond opportunities.
Learn More.
Balanced and Custom Strategies
Balanced
For clients with both capital appreciation and income objectives, we construct balanced portfolios drawing on our Growth (equity) and Income strategies, with the percentage allocated to each tailored to clients’ particular objectives, risk tolerances and financial circumstances.
Custom
For clients with unique goals, needs and/or circumstances, we can also construct custom portfolios; for example, for clients who wish to restrict their account from specific sectors or who desire a socially responsible mandate.
GROWTH STRATEGIES
Generally for clients whose principal objective is long-term capital appreciation.
| Strategy | Description |
|---|---|
| Global All Cap Model | Combines our systematic large cap strategy with our best North American small and medium cap ideas, often concentrated in individual positions and sectors. |
| Generation Global Value Private Trust | Invests primarily in securities of large capitalization companies, typically with market caps over $5 billion at the time of purchase, but may invest in those with $2 to $5 billion market caps. |
| Global Insight Model | Utilizes a rigorous and proprietary process to uncover undervalued large cap global equities. |
| Global Value ESG Model | Utilizing our proprietary quantitative ESG methodology, companies are ranked on their commitment to environmental & social change, governance policies, culture, profitability, and shareholder alignment. |
| Sharia-Compliant Global Equity Model | Utilizes a rigorous and proprietary process to uncover undervalued large cap Sharia-compliant global equities. |
| Quantitative All Asset Model | Exposure to multiple asset classes (equities, commodities, and fixed income) and investing styles (quantitative equity, momentum, and trend following) in one model. |
| Quantitative Canadian Value Model | Utilizes a rigorous and proprietary process to uncover undervalued Canadian equities. |
| Quantitative Global Value Model | Utilizes a rigorous and proprietary process to uncover undervalued global equities. |
INCOME STRATEGIES
Generally for clients whose principal objective is the generation of current income from investments.
| Strategy | Description |
|---|---|
| Income Model | Follows a value approach to income investing, targeting securities which our analysis indicates are mispriced, with a view to providing above average risk-adjusted returns from current income and potential capital gains. |
| Investment Grade Income Model | Utilizes a quantitative approach to uncover investment grade corporate bond opportunities. |
EQUITY
| Strategy | Description |
|---|---|
| Global All Cap Model | Combines our systematic large cap strategy with our best North American small and medium cap ideas, often concentrated in individual positions and sectors. |
| Global Insight Model | Utilizes a rigorous and proprietary process to uncover undervalued large cap global equities. |
| Quantitative Canadian Value Model | Utilizes a rigorous and proprietary process to uncover undervalued Canadian equities. |
| Quantitative Global Value Model | Utilizes a rigorous and proprietary process to uncover undervalued global equities. |
INCOME
| Strategy | Description |
|---|---|
| Income Model | Follows a value approach to income investing, targeting securities which our analysis indicates are mispriced, with a view to providing above average risk-adjusted returns from current income and potential capital gains. |
| Investment Grade Bond Model | Utilizes a quantitative approach to uncover investment grade corporate bond opportunities. |
ETHICAL/ESG
| Strategy | Description |
|---|---|
| Global Value ESG Model | Utilizing our proprietary quantitative ESG methodology, companies are ranked on their commitment to environmental & social change, governance policies, culture, profitability, and shareholder alignment. |
| Sharia-Compliant Global Equity Model | Utilizes a rigorous and proprietary process to uncover undervalued large cap Sharia-compliant global equities. |
MULTI ASSET
| Strategy | Description |
|---|---|
| Generation Global Value Private Trust | Invests primarily in securities of large capitalization companies, typically with market caps over $5 billion at the time of purchase, but may invest in those with $2 to $5 billion market caps. |
| Quantitative All Asset Model | Exposure to multiple asset classes (equities, commodities, and fixed income) and investing styles (quantitative equity, momentum, and trend following) in one model. |
FUNDAMENTAL/DISCRETIONARY
| Strategy | Description |
|---|---|
| Global All Cap Model | Combines our systematic large cap strategy with our best North American small and medium cap ideas, often concentrated in individual positions and sectors. |
| Generation Global Value Private Trust | Invests primarily in securities of large capitalization companies, typically with market caps over $5 billion at the time of purchase, but may invest in those with $2 to $5 billion market caps. |
| Global Insight Model | Utilizes a rigorous and proprietary process to uncover undervalued large cap global equities. |
| Income Model | Follows a value approach to income investing, targeting securities which our analysis indicates are mispriced, with a view to providing above average risk-adjusted returns from current income and potential capital gains. |
QUANTITATIVE
| Strategy | Description |
|---|---|
| Investment Grade Income Model | Utilizes a quantitative approach to uncover investment grade corporate bond opportunities. |
| Quantitative All Asset Model | Exposure to multiple asset classes (equities, commodities, and fixed income) and investing styles (quantitative equity, momentum, and trend following) in one model. |
| Quantitative Canadian Value Model | Utilizes a rigorous and proprietary process to uncover undervalued Canadian equities. |
| Quantitative Global Value Model | Utilizes a rigorous and proprietary process to uncover undervalued global equities. |
HYBRID
| Strategy | Description |
|---|---|
| Global Value ESG Model | Utilizing our proprietary quantitative ESG methodology, companies are ranked on their commitment to environmental & social change, governance policies, culture, profitability, and shareholder alignment. |
| Sharia-Compliant Global Equity Model | Sharia-Compliant Global Equity ModelUtilizes a rigorous and proprietary process to uncover undervalued large cap Sharia-compliant global equities. |
Balanced and Custom Strategies
Balanced
For clients with both capital appreciation and income objectives, we construct balanced portfolios drawing on our Growth (equity) and Income strategies, with the percentage allocated to each tailored to clients’ particular objectives, risk tolerances and financial circumstances.
Custom
For clients with unique goals, needs and/or circumstances, we can also construct custom portfolios; for example, for clients who wish to restrict their account from specific sectors or who desire a socially responsible mandate.