An independent perspective on current global market developments underlies SEAMARK’s investment process.

External Research
Leading Canadian and US brokerage research is reviewed to evaluate potential investments based on SEAMARK’s three quality criteria: balance sheet, management 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.

Internal Research Library
Current and detailed information is maintained on a Master List of approved equity and fixed income securities meeting SEAMARK’s quality criteria.  This information is continuously updated based on company financial releases, management interviews, company visits and other research activities.

Portfolio Management and Trading Systems
Assist the investment team in ensuring SEAMARK’s ideas are consistently applied to all client mandates while being tailored to individual client objectives.