Van Arbor's investment strategy is designed to deliver superior risk-adjusted returns. Recognizing the importance of preserving capital while doing so, the investment portfolios are actively managed to have the most efficient risk/reward trade off. This is achieved by combining value- based equity selection with opportunistic portfolio management.
The foundation of the Van Arbor investment strategy is its disciplined quantitative company valuation methodology. Companies in Canada and from around the World are put through various filters that are focused on relative value, risk management, earnings growth and momentum, and various other fundamental metrics. Investments are restricted to equity shares of large cap companies with a track record of at least five years. The companies are then continually ranked according to the best risk/reward profile for the portfolio.
Once the pool of companies is established, the investment team then applies its global economic analysis to determine the optimal sector allocation and level of investment. The investment team's independent analysis in gauging economic trends and favorable sectors has been a cornerstone of Van Arbor's excellent track record.
The Funds consist of the investment managers' best 20 ideas from this cumulative company and economic analysis. The Canadian Fund invests purely in Canadian companies, while the World Fund invests in companies from developed Asia, Europe, and North America. The Funds are actively managed by adjusting the level of investment and sector weightings according to the analysis. This has been the key to Van Arbor's success in providing clients with first class returns relative to the market and our peers.
The Van Arbor Funds are consistently ranked as the top performing equity funds in Canada, a testament to the investment managers' long term success and discipline in finding opportunities to grow client's capital.