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.


  • 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