Fund Managers

McLean Budden U.S. Equity Team

Investment Philosophy

McLean Budden believes that U.S. equity portfolios should be constructed with the emphasis on research-driven stock selection. Research teams should have global sector responsibilities to fully understand the impacts of the competitive market within each sector. Portfolios should have focuses approach and restrict the number of securities in the portfolio to forty or fifty securities. Finally, risk control overlays should be in place to limit stock and sector level risk.

Investment Style

The fund uses a Growth/Core approach with primarily large capitalization stocks.

Portfolio Composition

Our commitment to specific securities and industry sectors depends on the earnings potential of the particular companies we follow. We rank the risk-adjusted return according to each company’s return potential based on the likelihood of the security attaining the projected return. Company management and balances sheet strength are the key factors that determine each stock’s risk level of meeting the sales target price.

The Team identifies leading companies with the potential for long-term capital appreciation. Specific issues will normally comprise 1 to 4% of the aggregate portfolio value. While the process focuses on selecting specific companies, stock selection is also influenced by the desired weightings in the broad market sectors.

U.S. Equity Mandate
International Equity Mandate
Global Equity Mandate