Our Investment Style
and Philosophy

Our investment style and philosophy is conservative, and value-oriented. We focus on capital preservation because we know how hard you've worked for your money and how important it is for you to know your investments are being managed responsibly.

Our Approach to Individual Stock Selection

We first identify good companies whose stocks are undervalued. We look at the company's balance sheet, cash flows, and other financial measurements, as well as its management record, competitiveness and vision for the future. When we invest in a company we believe represents good value, we plan to hold these stocks for 24 to 36 months or longer.

At the same time, we also conduct a "top-down" analysis of both the Canadian and global economies, to determine which markets in the world we want to invest in, and how economic factors may impact specific economies, sectors and companies.

For fixed income investments, we anticipate whether interest rates will go up or down for the next 12 months, then look for quality investments that have a liquid market, so we can react quickly to changing market conditions.

Our Investment Team

Our Investment Team works together to discuss economic conditions and develop strategies for the Funds. While each team member has a specific expertise, this team approach allows them to benefit from the group’s vast experience, skills and knowledge. The individual members of our Investment Management Team, their credentials and experience, and their respective responsibilities are highlighted in our Annual Investment Funds Report. Empire Life is "no new kid on the block". We’ve been managing investment funds since 1964.