LeeSide emphasizes owning leading companies for the longer term that offer the compelling combination of safety, growth and attractive valuation. Preference will be shown for those companies that have a durable footprint, and have exhibited competitive validation outside of Canada.

Commodity cyclicals will be purchased at a discount when out of favor, and sold when they meet their peak cycle price targets. Companies with a stronger growth trend will be maintained unless their competitive position is threatened, or their financial strength deteriorates. Otherwise, these companies will be sold when they achieve their long term price targets, or if a substantially more attractive opportunity becomes available.

LeeSide is willing to hold a cash position of up to 10 percent in its equity specialty assignments to take advantage of new compelling investment opportunities.