Portfolios

The Kerrimuir portfolios are designed using a rigorous fundamental, value-oriented investment approach that aims to reduce market volatility, enhance downside protection, identify sound securities and mitigate risk. The fixed income portion is managed as a safe haven that can offer a strong defence against market uncertainty while serving as a key source for portfolio rebalancing that can be opportunistically used during downturns to exploit potentially lower equity valuations.

 

Kerrimuir Global Balanced 

The portfolio's investment objective is long-term capital appreciation with reduced volatility compared to traditional broad-based equity market indices. It seeks to achieve its objective by investing in individual stocks, ETFs, and commodities. The portfolio follows a value approach to investing to identify companies with positive momentum that are undervalued and expected to generate long-term steady growth.

To learn more about this fund click here.

 

Kerrimuir Canadian Balanced

The portfolio's investment objective is long-term capital appreciation with reduced volatility compared to traditional broad-based equity market indices. It seeks to achieve its objective by investing in individual stocks, ETFs, and commodities. The portfolio follows a value approach to investing to identify companies with positive momentum that are undervalued and expected to generate long-term steady growth.

To learn more about this fund click here.

 

Kerrimuir Global Tactical Index

The investment objective is long-term capital growth. The portfolio seeks to achieve this by investing directly in Market Index ETFs while managing for a potentially higher level of risk & volatility. The asset allocation is regularly monitored for portfolio re-balancing opportunities.

To learn more about this fund click here.

 

Kerrimuir represents the intersection of legacy, stability, strong values and a deep-rooted connection to nature and the environment. The name also relates to the historic Muskoka - Lake of Bays countryside where Rob’s family has been part of the community as way back as 1879.