Our approach to investing begins with more than 20 years of fundamental research experience. Veritas Asset Management was founded to capitalize on the successful fundamental research of our affiliate Veritas Investment Research (‘VIR’). Throughout VIR’s 20+ years of producing independent research, it has proven that detailed, high-quality fundamental research produces better investment decisions. Our goal is to provide our investors with consistent risk-adjusted returns that beat investment benchmarks over the short and long term.
Our portfolios offer concentrated, high conviction positions in companies identified through our research and due diligence work, applying a disciplined and systematic selection process. Through our research, we identify opportunities to profit from mispriced securities, either by buying top-quality companies for long-term capital appreciation or through long-short hedging strategies. While our portfolios are primarily focused on Canadian equities, our portfolio managers also consider opportunities beyond Canada.
What’s at stake for Canadian investors in the Federal election? With a high likelihood of a minority government, either Liberal or Conservative, we expect a notable shift towards new spending and tax breaks as parties jockey to expand their base of support. All told, with the current fiscal gap and economic climate layering on policy pressures, Canadian investors may be in for more regulation, cost of living increases and higher taxes going forward.
Without getting too political, how are we positioning our funds for the election?