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

External Research
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.

Internal Research
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.

Portfolio Management and 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 client objectives.