Strategies

The Canadian fossil fuel free equity strategy leverages a quantitative investment approach designed to capture opportunities arising from aberrations in Canadian financial markets over the medium and long term.

Depending on the risk level determined, Optimum Asset Management tailors its powerful mix of active and quantitative management to generate optimal returns without ever neglecting capital protection, by capitalizing on market trends and limiting market downturns.

Strategy highlights

• Optimum strategy created in 2001
• Approach based on long-term capital appreciation
• Flexible allocation across investment factors and management styles according to market conditions
• Objective to generate an information ratio greater than 0.50
• High portfolio turnover
• Lower tracking error
• Resilient and adaptive portfolio