NORTHGATE EQUITY STRATEGY POOL. Asset Management Solutions For Discerning Investors
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1 NORTHGATE EQUITY STRATEGY POOL Asset Management Solutions For Discerning Investors
2 OPEN THE GATEWAY TO NORTH AMERICA S TOP COMPANIES North America s top companies always find a way to adapt and thrive. They tend to have great leaders and strong management to make the right decisions and remain competitive in ever changing market conditions. They generally have low debt, consistent and growing earnings, and have maintained a global reputation for quality, reliability and the ability to operate profitably in good times and bad. The Northgate Equity Strategy Pool is an actively managed equity portfolio that provides investors with North American and International equity exposure. Northgate uses three major investment strategies: US Equity, Canadian Equity Strategy, Special Situation Equity Strategy.
3 NORTHGATE EQUITY STRATEGY POOL INVESTMENT STRATEGY Decades of market study and positive returns have proven that a true blue-chip approach to investing pays off for long term investors. At Willoughby Asset Management (WAM) we pay attention to what really matters to identify companies we want to invest in companies that have stood the test of time and pose less risk to retail investors even in challenging financial markets. Proper stock selection and diversification enhances a winning stock portfolio s ability to deliver attractive returns over the long-term while reducing risk at the same time. WAM s innovative and proven stock selection process identifies those companies which we believe will produce superior returns with lower volatility over time. SUITABILITY Northgate is suitable for growth-focused and moderate to high-risk investors with a medium-long term investment horizon seeking to add large-cap North American and Global equity exposure to their portfolio. The Pool would serve to complement a balanced or fixed income investment strategy or as a core holding in a pure growth mandate. The pool can be held in both registered and non-registered accounts. THE US EQUITY STRATEGY The US Equity Strategy invests in large blue-chip, fundamentally sound companies that have a track record of strong, consistent and predictable earnings growth. The strategy has a strong momentum bias, meaning that it favours companies that are in uptrends and that have strong shorter-term price performance. THE CANADIAN EQUITY STRATEGY The Canadian Equity Strategy also focuses on large blue-chip, fundamentally sound companies that have a track record of strong, consistent and predictable earnings growth. The size of the companies is smaller than those in the US but include most of the largest Canadian companies. THE SPECIAL SITUATIONS STRATEGY The Special Situations Equity Strategy invests in a variety of strategies, when appropriate, including international equities, third-party investment funds, exchange traded funds, index funds, currency hedged funds, and also implements currency hedging strategies.
4 SUPERIOR PORTFOLIO CONSTRUCTION Proper stock selection and diversification are the key drivers in building a winning stock portfolio. WAM s innovative and proven stock selection process identifies those companies which we believe will deliver the best risk-adjusted returns over time. 1 STEP 1: IDEA GENERATION / SANDBOX DEVELOPMENT Using fundamental & technical analytics, we build a screening model to identify & shortlist large-cap, blue-chip US, Canadian and in special situations, select International stocks, that meet our general investment criteria. We do this by screening for companies using our proprietary 12-factor scoring system. We seek out companies that have performed well during periods of declining stock prices. Through this process, we have identified the top 100 companies listed on US Exchanges and the top 75 companies in Canada as candidates for our portfolio. 2 STEP 2: SCREENING / IDENTIFY PORTFOLIO CANDIDATES We screen for attractive P/E multiples, earnings growth, strong balance sheets, price momentum and other key metrics from specific sectors and industries to identify target companies. Next, we rank companies based on short-term performance (3 and 6 months). Using this approach, we select the most fundamentally sound companies with strong 3 or 6 month performance from our candidates list. 3 STEP 3: PORTFOLIO CONSTRUCTION / STOCK SELECTION We cherry pick a diversified basket of stocks. Our primary goal in the equity portion of the portfolio is to minimize risk and volatility. To do this, we avoid having all our eggs in one basket. We don t put too high a percentage in any sector but prefer a more diversified and balanced approach. We seek to purchase these companies at reasonable prices when they are in strong price uptrends and avoid companies in downtrends. Finding the right combination is the key to achieving the best return at the lowest level of risk. 4 STEP 4: PORTFOLIO MAINTENANCE Northgate is an actively managed portfolio. We use a disciplined risk management approach and exit stocks when price trends or fundamentals change. We constantly monitor our holdings to insure they continue to meet our strict investment criteria. Company fundamentals change quarterly when companies report performance, but prices change daily and can often signal changes in the future direction of a company s stock performance. When a company s price trend changes, we revisit the fundamentals and make changes when potential problems or risk increases. To select replacements, we follow our process for stock selection (identify candidates, choose the best companies with strong price momentum and trends.
5 PORTFOLIO MANAGER BETTER MANAGEMENT MEANS BETTER LONG-TERM RESULTS Willoughby Asset Management takes a disciplined approach to creating and managing a high-quality equity portfolio. By employing a robust risk management strategy coupled with superior screening and stock selection, we achieve lower volatility and better diversification. This approach helps to avoid concentration risk and sidestep companies with inconsistent earnings, therefore achieving a smoother return profile to better direct and manage investor behavior. Bill Richardson CIM, CFP Portfolio Manager Bill Richardson is the acting Portfolio Manager for the Northgate Equity Strategy Pool. Bill has and holds the Chartered Investment Manager (CIM), and Chartered Financial Planner (CFP) designations. TERMS OF OFFERING Minimum Initial and Subsequent Subscription: $500, units offered on a continuous basis. Fund Codes: Series A: NBN1265 Series F: NBN1266 Management Fees: A Units: 2.39% F Units: 0.98% For complete offering terms and conditions, please refer to Northgate Equity Strategy Pool Offering Memorandum.
6 DISCLAIMER: This information circular pertaining to the Northgate Equity strategy Pool ( The Portfolio ) is not to be construed as a public offering of securities in any jurisdiction of Canada. Important information about The Portfolio, is contained in its Offering Memorandum available through Willoughby Asset Management. Commissions, trailing commissions, management fees, performance fees and expenses all may be associated with investments in The Portfolio. Investments in The Portfolio are not guaranteed, their values change frequently and past performance may not be repeated. Historical annual compounded total returns including changes in units value and reinvestment of all distributions do not take into account sales, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Unit values and investment returns will fluctuate and there is no assurance that The Portfolio can maintain a specific net asset value. Harbourfront Wealth Management Inc. ( Harbourfront ) has relationships with related and /or connected issuers including Willoughby Asset Management Inc. as disclosed in our Statement of Policies Regarding Related and Connected Issuers. This policy is included on our website, or can be obtained from your investment advisor on request Asset Management Solutions For Discerning Investors
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