TCI Premia U.S. Large Cap Equity SMA
Investment Strategy
The TCI Premia U.S. Large Cap Equity Separately Managed Account seeks long-term capital growth by investing primarily in large capitalization equity securities of U.S. companies that are demonstrating positive value and quality characteristics.
Why should I allocate capital to this Separately Managed Account?
- The SMA is a solid complement to a broad-based U.S. core ETF position
- It provides the potential to earn the long-established value and quality return premia1
- A multi-factor approach mitigates the risk of a particular factor being out of favour
- Effective investment tax management through capital gain and loss harvesting
1 Past performance is not indicative of future results.
Latest Monthly Profile
| Manager | Tacita Capital Inc. |
| Portfolio Type | SMA |
| Asset Class | Equity |
| Country | United States |
| Factor/Style | Value and Quality |
| Market Capitalization | Large Cap |
| Weighting | Equal weight within tolerance bands |
| Rebalancing | Monthly |
| Maximum Sector Size | 5 stocks per sector |
| Custodian | National Bank Independent Network |