The start of a great rotation
May 4th, 2021

The year of COVID-19
February 9th, 2021

Summary of the 2020 third quarter
November 15th, 2020

2020 : The stock market in context
August 25th, 2020

Canadian equity strategies

As of June 30 2019

Global equity strategies

As of June 30 2019

Strategies

WE BELIEVE THAT THE BASIS OF EFFECTIVE PORTFOLIO MANAGEMENT IS A CLOSE AND TRUSTING RELATIONSHIP BETWEEN OUR CLIENTS AND OURSELVES.

Canadian equities
Global Equity

Canadian equities

The objective of the Canadian Equity Value Strategy (all market capitalizations) is long-term capital growth. We invest, at a fair price, in quality companies that are profitable and possess robust balance sheets. We have a favorable bias towards dividend-paying securities and we demonstrate a long-term vision.

Our stock selection process within the investment universe (Canadian public companies) uses bottom-up fundamental analysis. It is intended to be rational and is executed with rigor, discipline and independence.

Since its inception in July 1995, Allard, Allard and Associates' Canadian equity strategy has met its over-performance target of 2-4% above the S&P/TSX Composite Index. The prudent nature of the strategy has been reflected in the results. From its introduction until September 2016, the strategy delivered returns that were 107% of the index in bull markets, but only participated in 63% of the bear markets.