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Mandates |
Investment Philosophy |
Investment Process
Mandates
Laketon offers investors a variety of Canadian growth equity strategies, all of which are managed to a common investment philosophy. The differentiation between the various mandates is achieved by "tilting or biasing" certain individual stock characteristics, including valuation, during the final step of the investment process (the portfolio construction phase).
The two flagship mandates are the Premium Growth and Defensive Growth portfolios, which can be combined to create the Core strategy. Both flagship mandates are available in more concentrated versions - see Focused portfolios.
To view the specifics of each mandate, please see the mandate details below:
| June 30, 2010 |
3 mos |
1 Yr |
2 Yrs |
3 Yrs |
4 Yrs |
5 Yrs |
Premium Growth Canadian Equity
Value Added
mandate details »
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-6.7
-1.2
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9.6
-2.4
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-9.2
-0.4
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-2.3
1.6
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4.0
1.8
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7.9
2.4
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Defensive Growth Canadian Equity
Value Added
mandate details »
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-4.6
0.9
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10.0
-2.0
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-6.5
2.3
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-3.6
0.3
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1.3
-0.9
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4.9
-0.5
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Core Canadian Equity
Value Added
mandate details »
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-5.6
-0.1
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9.7
-2.3
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-7.9
0.9
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-2.9
1.0
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2.7
0.5
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6.5
1.0
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| S&P/TSX Composite Index |
-5.5 |
12.0 |
-8.8 |
-3.9 |
2.2 |
5.5 |
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