Canadian Stocks

Investing in the Best

Canadian Stocks

December 31th, 2018

CONFIDENTIAL

PAGE 1

Summary

Presentation

1 Challenges of the Canadian Universe 2 Investing in the Best Canadian Stocks 3 The Nasdaq Inovestor Canada Index 4 We Outperformed The Competition 5 NQICA Statistics: Taking A Closer Look 6 Why You Should Consider INOC

CONFIDENTIAL

PAGE 2

PAGE 3

1. Challenges of the Canadian Universe

Pros and Cons Summary

Pros:

Politically stable country; Well-capitalized companies; Largest trade partner of the U.S.

Cons:

Huge sector concentration issues; No fundamental analysis.

CONFIDENTIAL

PAGE 4

1.1 Passive vs. Active Investing

Too Much of the Same in Canada?

?

Passive Investing

Active Investing

Canadian investors only have two major indices while US investors have much more.

S&P/TSX Composite S&P/TSX 60

Many portfolio managers don't dare deviating from the index.

Similar portfolio holdings.

PM's own so many constituents.

Correlated to the benchmark.

CONFIDENTIAL

PAGE 5

1.2 Multi-Factor Investing

The Right Investment Solution

?

Multi-Factor Investing

Multi-Factor Investing stands between passive and active management. Many quantitative products exploit the same known factor styles. NQICA is

different because it is using uncommon factors to create alpha.

CONFIDENTIAL

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download