Leith Wheeler Canadian Equity

Leith Wheeler Canadian Equity

Leith Wheeler Canadian Equity
Last update 2021-04-01 42 Stocks (3 new)
Value $3.30 Bil Turnover 6 %
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Leith Wheeler Canadian Equity Profile

Leith Wheeler Canadian Equity's inception date is April 27, 1994. The total fund size is $1.5 billion. Within this fund, the top four sectors are Financials (33.3%), Energy (19.0%), Industrials (17.2%), and Consumer Discretionary (11.7%). The investment objective of Leith Wheeler Canadian Equity is to provide superior long-term investment returns by investing in a diversified portfolio of Canadian common shares, convertible debentures and other equity related securities. Under normal circumstances the Fund will keep its portfolio fully invested, to the greatest extent possible, in equity and equity related securities. Leith Wheeler Canadian Equity is managed by a team of investment professionals. The team members are Bill Dye, CFA, Head of Canadian Equities, David Jiles, CFA, Canadian Equity Analyst, Richard Liley, CFA, Canadian Equity Analyst, Patrick Reddy, CFA, Canadian Equity Analyst, Nick Szucs, CFA, Canadian Equity Analyst, and Bob Lau, CFA, Head of Equity Trading. They are well recognized within the investment community for their depth of knowledge and experience.

Leith Wheeler Canadian Equity Investing Philosophy

Our approach to stock picking is based on fundamental research with a strong “value” bias. Our test for value is viewing any investment we make as if we were “buying the whole business”. Our experience has been that the price of a company in the stock market does not always reflect its real value. This discrepancy between price and value creates excellent investment opportunities. As value investors, we tend to include companies in the portfolio when they are “out of favor” by the market and have declined in price. Companies can become undervalued when there is a lack of investor awareness; when an entire industry is out of favor with investors; or when a company experiences a short-term difficulty which, following careful analysis, we believe can be overcome. By purchasing these companies after a price decline, we find we are able to control risk in the portfolio as these investments often have less downside risk while offering a decent potential return.”
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Performance of Canadian Equity Fund

Year Return % S&P500 % Excess Gain %
2020 5.4 16.16 -10.8
2019 19.1 28.79 -9.7
2018 -12.8 -6.35 -6.5
3-Year Cumulative (2018-2020) 9.46 (3.06/Year) 40.10 (11.90/Year) -30.64 (-8.84/Year)
2017 8.5 19.38 -10.9
2016 28.85 9.64 19.2
5-Year Cumulative (2016-2020) 53.03 (8.88/Year) 83.38 (12.89/Year) -30.33 (-4.01/Year)
2015 -13.06 -0.81 -12.3
2014 7.32 11.29 -4
2013 23.07 29.69 -6.6
2012 13.61 13.47 0.1
2011 -6.24 -0.2 -6
10-Year Cumulative (2011-2020) 87.18 (6.47/Year) 197.30 (11.51/Year) -110.12 (-5.04/Year)
2010 15.42 12.84 2.6
2009 27.54 23.49 4.1
2008 -32.87 -38.28 5.4
2007 9.08 3.24 5.8
2006 17.55 13.74 3.8
15-Year Cumulative (2006-2020) 137.18 (5.93/Year) 200.24 (7.60/Year) -63.06 (-1.67/Year)
2005 19.35 3.01 16.3
2004 19.53 8.62 10.9
2003 27.3 26.12 1.2
2002 -1.22 -22.81 21.6
2001 4.24 -12.87 17.1
20-Year Cumulative (2001-2020) 343.52 (7.73/Year) 184.95 (5.38/Year) 158.57 (2.35/Year)
2000 17.08 -10.68 27.8
1999 7.27 19.11 -11.8
1998 -4.6 27.05 -31.6
1997 27.06 31.45 -4.4
1996 29.78 20.1 9.7
25-Year Cumulative (1996-2020) 776.27 (9.07/Year) 508.06 (7.49/Year) 268.21 (1.58/Year)
1995 6.72 34.94 -28.2

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