TCI Premia Canadian Small Cap Equity

The TCI Premia Canadian Small Cap Equity SMA Model Portfolio seeks long-term capital growth by investing primarily in small capitalization equity securities of Canadian companies that are demonstrating positive value and quality characteristics

• The SMA Model Portfolio is a strong diversifying complement to commonly held Canadian large-cap funds, ETFs and stocks
• It presents the opportunity to invest in smaller, but established, Canadian companies with the potential for strong growth in profits and size
• Stock and sector limits mitigate the risk that the SMA Model Portfolio’s performance becomes overly reliant on any one particular stock or sector (e.g., energy)
• While the mandate is small cap in nature, the application of the value and quality factor lenses helps to mitigate the risk of a portfolio including nascent companies with no revenue history