Investment Process
Asset Allocation & Security Selection
We believe the real opportunity to achieve superior results for our clients is in establishing and adhering to an appropriate long-term asset mix strategy, and then relying on superior security selection within asset classes to add value, over and above the returns of the markets.
Global Asset Allocation
We aim to reduce overall portfolio risk through global diversification and insightful asset allocation. The best and worst performing asset classes and markets vary from year to year and are difficult to predict. Therefore, a carefully selected blend of investments across a range of asset classes and markets, over the long term, will reduce the volatility of a portfolio and increase the probability of positive returns.
We believe that maintaining the long-term asset mix in a disciplined fashion is the best way to manage volatility and produce the best long-term returns. As a result, we do not deviate dramatically from the strategic mix. We add value through disciplined security selection and strive to consistently outperform our benchmarks over time.
Equity Strategy
Our equity management focuses on security selection to add value. We focus on delivering reliable and consistent excess returns relative to a benchmark in all market and style cycles. To achieve this, we believe it is necessary to have the following elements:
1. A style-diversified approach
2. A process that removes emotion and applies discipline
3. Strong attention to risk management
►Style-Diversified
We blend attributes of value, growth and quality to create style-diversified portfolios. We focus on under-valued companies with superior fundamentals and earnings growth. We believe this combination leads to low risk and long-term outperformance.
► Quantitative
Our quantitative process removes emotion and applies discipline to the selection of stocks. We have a 20-year track record of successfully seperating winners from losers. We know our process works, and we stick with it. We use well-known fundamental metrics to evaluate companies, including the ratio of earnings to price (value), change in earnings (growth), and interest coverage (quality). This ensures that our portfolios represent good value, have good growth prospects and are high quality.
► Risk Managed
We use world-leading risk management tools to monitor and manage the risk and return characteristics of our portfolios. We manage overall portfolio risk by diversifying across asset classes and blending investment styles. Within each asset class, we diversify across markets, sectors and securities, and carefully control the exposure to any one market, sector, or security.
Fixed Income Strategy
The Genus bond portfolios are managed by Montreal-based Addenda Capital, our strategic partner and one of Canada's most successful institutional fixed income managers.
Addenda's investment philosophy is based on a dynamic management style and on their proven ability to anticipate the movement of interest rates. Their original approach combines a 12-month overall strategy with a shorter-term tactical strategy that makes it possible to take advantage of market fluctuations to add substantial value to client portfolios.
Key Features & Benefits
► Disciplined approach adheres to long-term asset mix; strategic rebalancing
► Specialist equity and fixed income management by leading money managers
► Dedicated, experienced and seasoned investment teams
► Reliable and consistent long-term results
Contact Us
Call Naomi M. Thé, MBA at 604-605-4624 or email nthe@genuscap.com to arrange a meeting or consultation (typically 30-45 minutes).
GENUS VIDEO COMMENTARY
Genus CEO and Chief Investment Officer, Wayne Wachell, and Director of Wealth Management, Leslie G. Cliff, discuss the economic recovery, current opportunities, and events impacting the financial markets.