TCI Premia Canadian Momentum Equity
Investment Strategy
The TCI Premia Canadian Momentum Equity SMA Model Portfolio seeks long-term capital growth by investing primarily in equity securities of Canadian companies that are demonstrating positive momentum.
Highlights
- The SMA Model Portfolio allows for exposure to liquid small and mid-cap stocks that could generate additional size factor return premia over time
- The Canadian momentum factor has a rich return premia history
Why should I allocate capital to this SMA Model Portfolio?
- The SMA Model Portfolio is a diversifying complement to commonly held Canadian funds, ETFs and stocks
- It can act as a strong factor complement to commonly-held high dividend Canadian stocks
- It provides the opportunity to navigate sentiment and economic cycle swings in a market with a high allocation to cyclical stocks
Manager | Tacita Capital Inc. |
Number of Holdings | 20 to 30 |