Managed by Us. Exclusive to You.
Our investment portfolios are managed by Bridgeport and offered exclusively to our clients. We offer a simple, yet highly robust, set of portfolios that have consistently provided strong returns to clients through our proven investment philosophy and security selection process.
Reputable Third-party Administration
Our investment portfolios are held in separate accounts in your name at National Bank Correspondent Network (NBCN), one of the largest custodians in Canada with over $125 billion of assets under administration. Having a reputable, objective intermediary in NBCN adds another level of objectivity and security.
Range of Account Availability
A wide range of accounts are available to clients at NBCN, including cash trading, margin, registered retirement savings plans (RRSPs), registered retirement income funds (RRIFs), registered education savings plans (RESPs), tax-free savings accounts (TFSAs), trust, partnerships and corporate accounts.
Our Three Key Portfolio Ingredients
Invest Only in the Best
We take a high-conviction approach, which means we put your money in our very best investment ideas. Our portfolios are focused and hold a limited number of securities, while still providing effective diversification to minimize risk and enhance long-term returns. Consistent with academic research, effective diversification does not require investing in a large number of securities.
To learn more, view our investment philosophy.
Our portfolios take the long-term business owner’s view and stick to stable, not speculative, industries. In essence, we’re “buying businesses” not flipping pieces of paper, and the low turnover of securities within our portfolios reflects this philosophy.
To learn more, view how we select securities.
We continuously monitor existing holdings in each portfolio through extensive ongoing due diligence, rigorous research and conversations with company management.