Value Investing. Uncompromised.
At Lorne Steinberg Wealth Management, capital preservation, managing risk, and exceeding client expectations is of paramount importance. Through our disciplined investment approach, we aim to grow client capital over time within a lower risk framework.
We manage investments conservatively and focus on downside protection – we look down before looking up. There is a wide range of investment opportunities spanning the globe and we chase value wherever we can find it. While we are not aggressive traders, we are extremely aggressive in the hunt for value. We refuse to compromise our investment criteria to simply be fully invested at all times. If we do not find compelling investments, we simply hold a portion in cash and wait patiently. Those who are always fully invested merely ride the market up and down and cannot take advantage of the great opportunities that arise when markets sell off.
At LSWM, we align interests and eat our own cooking. All clients and employees hold the same investments. We have a long history as value investors and our approach to the equity market is consistent with the conservative, value–based investment philosophy that defines Lorne Steinberg Wealth Management. Please call or email us for more information.
The Steinberg Global Value Equity strategy seeks to provide long-term capital appreciation by investing in public companies that meet our strict investment criteria, and whose share price is trading at a discount to its intrinsic value.
Our research efforts are driven by the following principles:
- Bottom-up fundamental equity research
- Invest only in companies that are financially sound and generate free cash flow
- Focus on strong management and good corporate governance
- Diversify broadly across issuers and industries
Separately Managed Accounts
We offer separately managed accounts for discerning, high-net-worth investors. An appropriate investment policy is chosen to suit the needs of each individual client. The Investment Policy Statement is designed to reflect client objectives, risk tolerance, liquidity, tax situation and any unique circumstances that may be relevant. Quarterly communication assures that clients are kept abreast of their investments as well as the firm’s investment outlook and strategy. All client assets are held in their own name at a major Canadian financial institution.
Attributes:
- Investment Policy Statement designed for each client’s unique situation
- Regular communication with investment team
- Quarterly reporting includes client portfolio statement, investment outlook and recent transactions
- Client assets held at a major Canadian financial institution