LeeSide's investment philosophy is to purchase high quality equities and hold them for the long-term. We think of buying of stocks as buying fractional interests in entire businesses. Careful attention to valuations, a willingness to be patient, and a strict discipline of investing in "best of class" securities are the hallmarks of our conservative, low-risk portfolios. LeeSide operates with a business centric investment focus, not a market driven one.

Our firm's investment style is a bottom-up, fundamental approach which identifies companies with superior long-term investment merit based on proven management, competitive position, and strong financial history. Preference is given to companies with durable growth prospects. LeeSide invests in companies when their current market price represents value relative to their long-term potential. We will maintain the investment so long as it continues to offer greater than average return potential. Leading companies in many attractive industries are held to ensure appropriate diversification. Accordingly, the essence of the investment style may be characterized as growth at a reasonable price.

A company's source of operating revenues and return potential are of greater interest to LeeSide than its country of domicile. In today's global market, this "total equity" approach seeks the best companies among Canadian, U.S. and International domiciles, in the creation of an integrated portfolio of attractive investment opportunities. As a result, the eligible universe of investment candidates is preferably global in scope, but refined according to unique client requirements. Our principals have extensive experience in such mandates, as they were among the earliest adopters of the total equity approach in Canada.