Lincluden Investment Management has provided discretionary investment management since 1982. We do this by employing traditional, value-based investment principles across a range of equity, fixed income and balanced portfolios. Lincluden clients have benefited from 29 years of solid risk-adjusted performance. Through superior security selection, effective risk management, diligent research and a rigorous portfolio management process, we strive to maintain this high level of performance for our clients each and every day. As of September 30, 2011, Lincluden managed clients? assets of $3.1 billion dollars. Lincluden manages assets for a variety of institutions including pension funds, insurance companies, foundations, endowments and long-term health and disability funds.
As a boutique manager whose only business is managing client assets, Lincluden offers clients the investment focus of a highly experienced entrepreneurial team of investment professionals along with the personal service and attention to client goals that only a boutique can offer.
As value investors, we believe that financial markets are efficient in the long run but can be inefficient in the short and medium term. The investment process that we employ focuses on identifying mispriced securities to create diversified client portfolios that will outperform over time. Our goal is to identify securities that trade at a discount to our appraisal of their intrinsic or true economic value. This approach acts as a buffer from further price declines and offers the potential for greater capital appreciation.
We invest with a long-term focus, we perform our own research and we follow a strict price discipline when purchasing and selling securities. Performing our own research gives us the conviction to construct focused portfolios of our best ideas.
Lincluden's clients have benefited from:
- A focus on preserving clients' capital.
- A culture of integrity.
- The firm's long-standing tradition of ensuring that client portfolios are entrusted to an investment management team with a demonstrated performance track record, experience in a range of market environments and a commitment to the firm's investment disciplines.
VALUE DRIVEN, CLIENT FOCUSED