Investment Discipline
Our equity investment style is GARP (Growth at a Reasonable Price) that is both conservative and prudent.
Our fixed income discipline centers on the construction of portfolios that are well diversified by term, sector and credit, with a strong emphasis on risk management and preservation of capital.
Shareholder Engagement
Through shareholder engagement, we initiate positive change consistent with a sustainable society.
Investment Products
• GEM Canadian Equity Pool • GEM Balanced Pool • GEM Diversified Income Pool
• GEM Fixed Income Pool • GEM Global Equity Pool • Segregated Mandates
Professional Money Management
GEM is registered as a Limited Market Dealer. Guardian Capital LP provides expert investment management services to the GEM pools and The Ethical Funds Company® provides evaluation for the portfolio through their sustainable investing program.
For more information, please contact John Clancy at jclancy@gemportfolios.com.
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