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Investment Approach / Our Philosophy

Our Investment Philosophy

At Foyston, Gordon & Payne, our philosophy is rooted in two core principles: Quality and Value. These principles ensure that every investment decision we make is aligned with our commitment to delivering long-term success for our clients.

Quality

We identify quality companies through a rigorous internal research and rating process. Key attributes of a quality company include:
  • A strong balance sheet
  • A consistent history of paying and increasing dividends
  • Prudent use of leverage
  • Experienced and capable management
  • A proven track record of profitability
  • A dominant competitive position

Value

Once we’ve identified a quality company, we invest when the valuation is attractive. Our approach focuses on building concentrated portfolios that stand out significantly from their benchmarks.

Our Fundamental, Bottom-Up Investment Process

Our investment process is bottom-up, starting with individual security fundamentals, and encompasses an environmental, social and governance (ESG) factor analysis for each firm and investment security.

EQUITIES

When constructing equity portfolios, we strive to invest in high-quality securities with lower valuations than the overall market. The portfolios are high conviction, holding far fewer securities than their associated benchmarks. 

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FIXED INCOME

For fixed income portfolios, we use a multi-strategy approach that involves an ongoing evaluation of our portfolios in light of changing interest rate conditions and changing valuations of bond sectors and individual issues.

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