INVESTMENT PHILOSPHY

We believe that a value-driven, disciplined approach to capital markets will achieve consistent superior long-term rates of return.  When it comes to making investment decisions for our clients' assets, Sharp Asset Management uses distinct approaches for both fixed income and equity portfolios.

BONDS

Sharp Asset Management specializes in developing customized portfolio structures which meet our clients'   needs for income, safety, and liquidity. Portfolios are managed using a highly developed decision-making process with an emphasis on credit quality.

 

Specifically, we use a top-down, three-perspective approach which determines the trends in interest rates.

  • We begin with a broad-based fundamental analysis which provides a global, North American and Canadian view of developing trends in economic growth and inflation.

  • A quantitative analysis narrows economic trends down to the bond market level using yield-curve analysis and relates past economic experiences to the present situation.

  • Technical analysis is conducted to measure the current sentiment of investors. Using our proprietary models, we can capitalize on changes in market trends.

STOCKS

The primary focus is on developing a portfolio of Canadian large capitalization, blue chip stocks that have above average growth potential and below-average valuations.

  • We use a bottom-up value style for selecting individual stocks.

  • A number of quantitative tools based on our proprietary database are used to rank a universe of large capitalization stocks.

  • The most attractive stocks are subjected to a fundamental analysis of operations and future prospects using primary sources of information.

  • Through technical analysis, we identify trading ranges and set price targets.

We use Exchange Traded Funds (ETF's) to provide foreign diversification, re-balance portfolios and provide cost-effective solutions for smaller accounts. 

P.O BOX 74539 Humbertown Centre, 270 The Kingsway

Toronto, ON M9A 5E2       

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