Smart Money

Our regular summary of the capital markets. Check back each month for new updates.

Smart Money

January 31, 2019

GAVIN Equity Portfolio – Canadian Investors

Annualized Return of 11.7% Since Inception

GAVIN manages approximately 25% of each client’s portfolio with direct exposure to between 15 and 25 companies that are publicly traded in North America. The equity portfolio has achieved an annualized, 4-year return of 11.7%, as at 31-Dec-18. These results handily beat the benchmark’s 5.8% return. In addition to high potential returns, managing a segregated equity portfolio provides cost savings, the greatest flexibility for tax planning and improved transparency. Check out the fact sheet to learn more about GAVIN’s equity portfolio.

Fact Sheet for Canadian Investors