Navigate Markets
with Confidence
Data-driven model portfolio strategies delivering consistent alpha for investment advisors and portfolio managers.
Canadian Equity Strategy
Our flagship strategy, trusted by Canadian investment professionals since 2018.
Performance vs Benchmark
LiveAnnualized Return
+16.8%
S&P/TSX Annualized
+12.6%
Sharpe Ratio
1.24
Active Positions
25
Maximum Drawdown
-18.5%
Multi-Factor Approach
Our strategies combine three proven factors to identify the best opportunities.
Quality
Identify high-quality companies with strong fundamentals and durable moats.
Value
Acquire these companies at attractive prices, maximizing risk-adjusted returns..
Momentum
Assess price and earnings momentum to capture trends and avoid value traps.
Grow Your Advisory Firm
Subscribe to our model portfolio strategies and focus on what drives your business.
Boost Your Revenue
Charge a management fee to operate our strategies instead of giving it to mutual funds or ETFs.
Reclaim Your Time
Ready-to-go portfolios so you can focus on client relationships and asset gathering.
Stay Competitive
The fastest-growing practices partner with research specialists and reinvest their time into client acquisition.
Institutional-Grade Process
A systematic investment process backed by decades of academic research.
Strengthen Your Compliance
A rules-based approach with a clear audit trail and a repeatable methodology.
White-Label Ready
Professionally designed factsheets and marketing materials presented under your own brand.
Ready to Navigate with Confidence?
Get full access to our factor-based strategies, including live portfolio holdings, quarterly rebalancing updates, and detailed research.