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Our Investment Philosophy

The basic objective of investment management is to exceed client objectives without incurring unnecessary risk. Our principles of investment are:

1. To add value in the management of each asset category

2. To add value and lessen volatility through asset mix management

3. To adhere to the long-term objectives of each client

We believe superior equity investments are, over time, the largest potential source of “added value” to a fund. Our equity management style focuses on security selection to add most of the value. Companies with earnings stability, strong management teams and sound balance sheets are emphasized in our growth equity portfolios. Companies that are relatively undervalued, have healthy balance sheets, and have a catalyst for revaluation are favoured in our value equity portfolios.

Fixed income management emphasizes consistent total returns using a diversified strategy approach. Through moderate term (duration) and sector adjustments, the bond portfolio is managed with an objective of outperforming selected benchmark indices while maintaining a low credit risk profile.

Asset mix management adds value and complements our proven skills in asset class management. In our balanced portfolios equity content typically ranges six percent either side of the client's established benchmark while bond content will vary by ten percent of benchmark allocation. Cash is viewed as a separate asset class and is raised within balanced portfolios when the desired commitment to equities and/or bonds is low. Specialist mandates are managed on a “fully invested” basis.

One of McLean Budden’s hallmarks is that our investment management approach has been consistently applied through various market cycles and across accounts.

In general terms we describe our management style as follows: