iPortfolio Asset Management is an independent, Toronto-based, investment counselling firm that manages discretionary investment portfolios for high net worth investors using a value-oriented approach combined with Artificial intelligence technology. 

Our Approach

EQUITY

Our equity teams focus on delivering alpha via differentiated investment processes driven by proprietary fundamental research and a long-term orientation. Each specialized investment team owns their specific investment process from research through portfolio construction.

Global Equity

The Global Equity Team believes long-term outperformance can be achieved by taking advantage of the market’s disproportionate focus on short-term factors to purchase quality companies with attractive valuations and sustainable cash flows. 

Global Focus

We believe that quality companies with a sustainable competitive advantage and cash flow generation bought at the “right price” should outperform. Patience and a long-term investment horizon allows for the compounding of companies’ cash flows. Global Focus is a globally-oriented, active equity strategy offering global diversification that seeks to achieve strong capital preservation in down markets and long-term value creation. 

International Value

The International Value team believes that long-term excess returns can be achieved through stock selection (rather than sector rotation) by investing in securities that are trading at a discount to normalized valuations and selling when securities are fully valued.  

Security selection process

Asset allocation

iPortfolio develops a comprehensive global outlook, factoring in economic growth, interest rates, capital market conditions and geopolitical tensions. The Signature asset allocation team determines the appropriate risk profile given this outlook and allocates capital to various asset classes.

Security selection (equities and fixed income)

iPortfolio's global outlook is used to determine sector allocations within the equity and fixed-income portfolios. Within the equity portfolios, sector specialists use a variety of analytical approaches that best fit their global industry sectors. In managing fixed-income portfolios, risk controls and preserving capital are critical considerations. All positions are subject to continuous monitoring. In constructing portfolios, iPortfolio's managers favour a flexible approach that give them the greatest opportunities to add value and protect capital.

Currency hedging

As a Canadian-based investment manager with global capabilities, iPortfolio recognizes the importance of currency movements to the returns experienced by Canadian investors. iPortfolio's active management of its portfolios' exposure to foreign currencies through hedging is a key element in managing risk and protecting the funds' returns.