Strategies
Style-Diversified, Quantitative, Risk-Managed
All of our strategies share our time-tested quantitative process and its focus on rigorous research, disciplined security selection and stringent risk management. Our capabilities include a range of active alpha strategies with tight tracking error and risk controls to meet the needs of institutional investors.
Comprehensive Investment Solutions
Genus manages conventional domestic and international long-only equity strategies, innovative long/short and market-neutral strategies, and socially screened investing options.
In building portfolios, we seek to add value from stock selection. We focus on tested and proven fundamentals that add value and drive these fundamentals into our portfolios with a disciplined process that removes emotion and manages risk.
Brief overviews are provided below. For more information, or to request a Factsheet, please contact us at info@genuscap.com.
Core Canadian Equity
Genus Core Canadian Equity is an actively managed, core portfolio holding between 60 and 85 securities. It is style diversified and blends six fundamentals of value, growth and quality. Our quantitative stock selection process has delivered consistent excess returns since inception. Rigorous attention to risk management ensures the portfolio is well-diversified across all sectors, industries, and styles.
Canadian 130/30 Equity
Genus Canadian 130/30 Equity is an actively managed portfolio that includes long and short positions. The strategy enhances the alpha opportunity of a long-only portfolio by partially relaxing the short constraints within a risk-controlled framework. It is style-diversified and blends attributes of value, growth and quality. Rigorous attention to risk management ensures the portfolio is well-diversified across all sectors, industries, and styles.
Core U.S. Equity
Genus Core U.S. Equity is an actively managed, style diversified portfolio blending attributes of value, growth and quality. Securities are selected from companies included in the S&P 500 Index. Our quantitative stock selection process has delivered consistent excess returns since inception. Rigorous attention to risk management ensures the portfolio is well-diversified across all sectors and industries.
Core International Equity
Genus Core International Equity is an actively managed, style diversified portfolio blending attributes of value, growth and quality. Securities are selected from companies included in the MSCI EAFE Index Rigorous attention to risk management ensures the portfolio is well-diversified across all countries, sectors and industries.
Global Market Neutral Equity
Genus Market Neutral is an actively managed style diversified portfolio blending attributes of value, growth and quality. The objective of the portfolio is to provide consistent long term capital appreciation with low correlation to the broader market and less volatility than equity indexes. The portfolio holds long and short positions in equity securities trading on the TSX and in the MSCI World Index. The net exposure to equity markets, industries, sectors will generally be close to zero.
Biosphere Plus Canadian Equity
Genus Biosphere Plus Canadian Equity is an actively managed, socially screened portfolio holding between 60 and 85 securities. Stock selection considers the social and environmental consequences of investments and is designed to meet the needs of investors who wish to invest their funds in line with specific values. The portfolio is style diversified and blends attributes of value, growth and quality.
Contact us
We invite you to learn more about our capabilities and investment strategies, and look forward to working with you to further your goals.
