Canadian VQM Equity Private Pool

The TCI Premia VQM Equity Private Pool harnesses its exposures to Canadian momentum, quality and value factors to diversify portfolio’s core Canadian market holdings while seeking long-term outperformance and capital growth.

• A multi-factor approach mitigates the risk of a particular factor being out of favour
• Canadian momentum and value factors have a rich return premia history and quality serves to exclude junk stocks and contain turnover
• Seeks long-term outperformance of 2% to 3% annually over a full market cycle based on historic factor risk premia in Canada
• Strategy allows up to 10% leverage to pursue higher returns

• A strong complement to commonly held Canadian funds, ETFs and stocks
• The Pool’s capacity management allows for exposures to mid-cap stocks that could generate additional size factor return premia over time
• Tactical opportunity today due to Canadian equity correction
• The Pool’s low active management fee and lack of performance fee augment the potential for strong performance