Leading Canadian and global brokerage research is continually reviewed to evaluate potential investments based on SEAMARK’s three quality criteria:
management, financials, and competitive position. Independent credit agency research and economic research publications are also used to evaluate equity
and fixed income securities and identify emerging investment opportunities.
A Master List is maintained of approved equity and fixed income securities that meet SEAMARK’s quality criteria. An independent assessment of the
appropriate valuation for each such security is developed internally and continuously updated based on company financial releases, management interviews, and
other research activities.
& Trading Systems
Assist the investment team in ensuring SEAMARK’s ideas are implemented appropriately in client accounts in a way that tailors each portfolio to specific