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Risk-Averse
Equity Management
The
return of former leadership heralds the resurgence of an
investment style & process which has
proven to have worked so very well
for SEAMARK clients in the past.
We strive to
create risk-averse portfolios that provide clients the dual
benefits of high relative returns with low risk.
Our investment approach helps protect our clients’
assets during significant market downturns.
Management of portfolios from the bottom up, emphasizing
quality & an aversion to risk were key features in the
original success of SEAMARK.
One of the Longest
Fundamental Low Volatility
Equity
Track Records1
As an extension of our core
low risk investment philosophy, over 2 years ago we
developed a fundamental low volatility equity solution.
We have one of the longest
fundamental low volatility equity track records.1
And our record includes the calendar year 2011, which was
one of the most volatile periods of the past 50 years.
The SEAMARK Low Volatility Equity Composite2,3
achieved an upside of 10.1% for the first quarter of 2013,
compared to the return of 3.3% for the TSX for the same
period.
One Year After
The return of the Senior
Equity Team4 a year ago was a key event for
SEAMARK.
Since their return in April of 2012:
- Investment performance was improved and the majority of SEAMARK’s pooled funds have exceeded their benchmarks5
- Assets under management increased principally as a result of existing clients adding additional funds to their mandates
- SEAMARK’s overall business has stabilized
To discuss with our Senior Portfolio Managers, do not hesitate to contact us.
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1) Based on the data among Canadian
(Fundamental) Asset Managers by eVestment Analytics.
2) Performance data is calculated on an actual basis for periods
of less than one year, and on an annualized basis for periods on
one or more years. Performance data assumes the reinvestment of
all distributions and does not take into account management fees
or income taxes (except for withholding tax, if any, on foreign
income) payable by any investor that would have reduced returns.
Past performance is not necessarily indicative of future
returns. Performance is reported in CA$.
3) The
SEAMARK Low Volatility Equity Composite includes assets of the
SEAMARK Pooled Low Volatility Equity Fund and a similar mandate
under the management of McKim, Wishart and Loughery during their
partnership at LeeSide. Performance data is calculated on an
actual basis.
4) From LeeSide
Capital Management Inc.
5)
SEAMARK Pooled Fund Returns (PDF)