Canadian Small/Mid-Cap Equity

We believe portfolio outperformance is achieved by investing in companies with characteristics shown to be strong predictors of outperformance, that demonstrate improving fundamentals, and that have identifiable catalysts for change, which may not yet be fully appreciated by a wider audience of investors.

Fast Facts

  • Style:
  • Core
  • Strategy Inception:
  • September 1998
  • Benchmark:
  • BMO Small Cap Index*
  • Number of Holdings:
  • 60-100
  • Expected Tracking Error:
  • 5%-7%