Portfolios built for your future
At ChapmanCraig, our segregated accounts are designed to deliver globally diversified portfolios of equities and bonds, aligned with your investment objectives and wealth profile. Portfolios focus on large/mid cap companies known for their consistent growth in cash flow and dividends, ensuring a resilient and geographically diversified portfolio. The approach typically results in lower price-to-earnings (P/E) and price-to-cash-flow (P/Cash Flow) ratios, along with higher dividend yields compared to broad equity indices.
Our client portfolios are managed conservatively, with a strong emphasis on large/mid cap global equities and investment-grade bonds. Leverage and structured products are avoided, prioritizing stability and transparency in every investment decision. Your portfolio is held in a segregated account at a leading custodian bank, providing both security and clarity.
The current income yield of a typical client portfolio ranges from approximately 2.6% to 3%, offering a steady stream of income.
Portfolios are managed by Letko, Brosseau & Associates with US$14 billion in assets under management and a proven track record of out-performing the market, achieving a 29-year average annual return of 10.9% (before fees) for equities.
Liquidity is a vital component of our offering—your investments can be liquidated usually in five business days upon notice. There are no redemption fees.
With ChapmanCraig, you benefit from a tailored, long-term consistent performance investment strategy that addresses your financial goals and provides you peace of mind.
