National Bank of Canada

CIBC AM uses a variety of tools in conducting methods of analysis and investment strategies for the various asset classes that they manage. These methods of analysis and strategies are generally designed for long-term investing. The firm seeks to invest in companies that are global or regional leaders in their respective industries and whose earnings growth rate is consistently greater than that of the global economy. They focus mainly on large-cap companies in sectors exhibiting long-term, predictable, above-average volume growth. Fundamental macroeconomic research forms the basis for portfolio construction utilizing top-down strategies such as duration, sector allocation, and yield curve positioning. Portfolio Managers rely on a dedicated in-house Credit Research team responsible for analyzing the credit of every corporate issuer that are invested in the money market and active bond portfolios.

QCM’s nature of the distributions tend to be more tax effective in addition to the rate being higher than most conventional fixed income products.

Brompton’s investment process begins with a rigorous top down analysis of the economy and markets to identify key trends, themes and inflection points that they believe will drive strong risk-adjusted returns for their investors. To identify the highest quality securities in the relevant investment universe, the firm uses a series of data analytics and quantitative filters. After rigorous fundamental analysis, including the use of proprietary and independent research, securities are selected for the relevant strategy. To generate additional income, while lowering volatility, Brompton’s equity mandates employ an active covered call program. The firm’s fixed income mandates focus on high-income asset classes and employs best-in-class, specialty advisors.