Our Investment Philosophy
"Investing is extraordinarily complex, the genius is keeping it simple"
Our philosophy says it all. We believe an investor has only two goals for their long-term wealth— to grow their capital or earn an income while preserving their capital.
We keep it simple - for growth we offer investments in a carefully curated collection of equities. Through equity, you participate in the growth of a business alongside its managers and other shareholders. For those needing income, we select bonds paying a coupon. It's not any more complicated than that, but that doesn't mean it's easy.
Income Strategy
Consistent, High-Level Income
Our Income Strategy is all about delivering steady, high income while preserving capital. As pioneers in high-yield corporate debt securities in Canada, we excel at finding opportunities in the global bond market. Through extensive in-house credit research, we provide high-income investments with asset security.
"It's all about the coupon"
Many of our clients have purchased stocks on their own, but rarely do "non-professional" investors buy individual corporate bonds. The market is not well covered for individual investors- and that is why working with Deans Knight can unlock unique opportunities for our clients.
When you buy a bond, you're paid the contractual interest rate (or as we say, the coupon) and receive back your initial capital (the principal) at the end of the loan. The interest rate you earn on a bond is the best predictor of your return. We focus on providing a stable stream of income, higher than what can be earned from government or investment-grade corporate bonds, without taking on undue risk. This is the science and the art of buying high-yield bonds—and a hallmark of what Deans Knight has done for our clients.
Equity Growth Strategy
When we assess a business, we believe if you cannot distill into one paragraph why investing in that business is a good idea, then move on!
Long-Term Capital Growth
Our Equity Growth Strategy aims for long-term capital growth by investing in quality Canadian businesses. With a carefully curated portfolio of 20-25 companies, we rely on deep research and a network of industry experts to uncover undervalued gems. We prioritize businesses with sustainable competitive advantages, strong balance sheets, and exceptional management teams aligned with shareholders.
Resource Strategy
Focused on Natural Resources
The DK JDS Resource Strategy targets long-term capital appreciation by exclusively investing in high-quality natural resource businesses.
“Uncover hidden value.”
Partnering with the JDS Group, we leverage our combined expertise in active management and resource development to capitalize on opportunities in this underrepresented sector. The resource strategy is an extension of our equity philosophy.