Our strategies were originally developed with the idea of being implemented for HNW and UHNW clients. Through technology advances and other investment vehicles these strategies can now be accessed through smaller accounts as well.
Due to our experienced approach to valuation, rigorous buy/sell discipline and the conviction we have in our holdings we have maintained extremely low turnover (under 15%) considering we have had around 3% forced turnover (holdings being acquired, GICs classification changes).
The result is a tax conscious approach, ensuring turnover does not have a much impact on overall portfolio performance.