The Growth Portfolio

 

The Growth Portfolio is designed for investors who want to grow capital over the long-term. We believe that earning a higher than average long term return requires an investor to think differently than the average. Our investment approach focuses on identifying Canadian companies with strong fundamental growth trading at a discount to fair value. This discount is our margin of safety, reducing risk over the long term. We invest only in our best ideas. Read more about our investment philosophy here.

Before investing, we offer all clients a comprehensive financial planning and tax review.

 

Portfolio Performance as of September 2018

growth201809.PNG
Compounded Annual Return (%)
1 Year 2 Year 3 Year 5 Year 7 Year Since Inception
Growth Portfolio -15.8 -7.3 -9.3 1.3 8.4 7.3
S&P/TSX Composite Index 2.2 4.2 6.3 4.6 4.7 2.6
Returns are annualized for periods of more than twelve months

We periodically accept new capital into the portfolios.
$500,000 minimum investment
Contact Ben Kizemchuk bwk@wprivate.ca for information.


Interested investors may signup for our monthly portfolio commentary: 

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Portfolio inception date is July 1, 2011. The statements and statistics contained herein are based on material believed to be reliable, but are not guaranteed to be accurate or complete. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance. The returns shown are subject to inherent risks and limitations, and do not take into account trading costs, management fees and expenses. The trading prices for securities in the model portfolios may differ from the trading prices in clients’ portfolios. Investors should not take this example or the model performance returns as an indication, assurance, estimate or forecast of actual or future results. Please consult your own legal and tax advisor. Particular investments or trading strategies should be evaluated relative to each client's objectives. Wellington-Altus Private Wealth and its affiliates and related entities are not liable for any errors or omissions in the information or any loss or damage suffered.

The information contained herein, does not constitute an offer or solicitation to anyone in the United States or in any jurisdiction in which such an offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation.

Wellington-Altus Private Wealth - Member Canadian Investor Protection Fund.