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 >

Stewards of your wealth
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

Generally for clients whose principal objective is long-term capital appreciation.

Income Strategies

Generally for clients whose principal objective is the generation of current income from investments.

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.

By Objective

GROWTH STRATEGIES

Generally for clients whose principal objective is long-term capital appreciation.

StrategyDescription
Global All Cap ModelCombines 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 TrustInvests 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 ModelUtilizes a rigorous and proprietary process to uncover undervalued large cap global equities.
Global Value ESG ModelUtilizing 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 ModelUtilizes a rigorous and proprietary process to uncover undervalued large cap Sharia-compliant global equities.
Quantitative All Asset ModelExposure to multiple asset classes (equities, commodities, and fixed income) and investing styles (quantitative equity, momentum, and trend following) in one model.
Quantitative Canadian Value ModelUtilizes a rigorous and proprietary process to uncover undervalued Canadian equities.
Quantitative Global Value ModelUtilizes 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.

StrategyDescription
Income ModelFollows 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 ModelUtilizes a quantitative approach to uncover investment grade corporate bond opportunities.

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.