Equity
Our Equity portfolio’s investment objective is long-term growth of capital supplemented with dividend income. This is achieved by owning Canadian and global companies which demonstrate attractive attributes including leading competitive positioning, favourable sector trends, good cash flow generation, prudent balance sheets, attractive return-on-equity profile, strong management teams, and a positive shareholder remuneration outlook.
JCIC EQUITY PORTFOLIO
REPRESENTATIVE ASSET ALLOCATION
Special Equity Models
For investors with experience and an appetite for particular markets, JCIC offers three supplementary Equity portfolios,
each with a specific geographic focus.
Canadian Portfolios
The Canadian equity model’s investment objective is long-term growth of capital. This is achieved by owning Canadian companies which demonstrate attractive attributes including leading competitive positioning, secular growth, good cash flow generation, prudent balance sheets, attractive return on equity profile, and strong management teams.
U.S. Portfolios
The U.S. equity model has a long-term investment objective as well. By owning leading U.S. companies which exhibit dynamic growth, innovation, and corporate leadership, the result is an actively managed concentrated portfolio of stocks with strong balance sheets.
International Portfolios
Adaptive to changing market dynamics, including economic trends, the interest rate outlook, market valuation, and ESG risk, the International model looks for overseas holdings with attractive attributes like competitive positioning, secular growth, attractive return-on-equity profile, and strong management.
We have a straightforward policy when it comes to fees: keep them simple and make them transparent. As a JCIC client, you start investing at a very attractive and competitive rate, a rate that improves as you invest more. You will also enjoy the peace of mind that comes from knowing you are paying no undisclosed fees or costs.
* Ask us for details.