Investment Strategy

The Big Picture

Equities are primarily invested in medium to large-capitalization companies in North America, Western Europe, Asia Pacific, and Emerging Markets. Fixed-income is primarily investment-grade bonds and asset-backed securities.

Our strategy offers international investing to take advantage of the growth opportunities in global markets and diversify your portfolio.

Our process starts by understanding the big picture - Such as geopolitical events and the path of interest rates are some of the key factors influencing global markets. From there, we dive into smaller factors in finer details, research, and analyze companies based on their qualities, growth, and value - the three pillars for company selection.

Selection Process

Macroeconomic Factors

Fiscal, monetary, and geopolitical events affecting the global economy. Focuses on interest rates, GDP, unemployment rates, inflation, and trade policies.

Country-Specific Factors

Take into account geopolitical risks, currency risk, interest rate risk, demographics, and economic cycle on the local economy.

Industry-Specific

Analyze industry structure, competition, demographics, and government regulations affecting the industry.

Company Selection

Mid- to Large-Cap companies with a competitive advantage, sustainable growth trend, diversified business, reasonable leverage, and proven management.

Investment Restrictions

Socially Responsible Investing

We take socially responsible investing seriously and we impose investment restrictions on certain business sectors. While it is difficult to draw a fine line between companies that are socially responsible and those that are not, we do not actively or directly invest in the following sectors:

Military & Weapons — Military contractors and production of weapons including nuclear weapons.
Tobacco — Including selling and production of tobacco products.
Gambling – Including casino and sports betting.

Constantly Evolving ™

Disclaimer: While every effort is made to ensure the timeliness and accuracy of the information available on this site, Pegasi Private Wealth of ACPI assumes no liability or responsibility for the completeness, accuracy, or usefulness of any of the Information.

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Pegasi Private Wealth of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through Pegasi Private Wealth of ACPI and are covered by the CIPF. Fee-based financial planning and consultation services are provided through Pegasi Wealth Advisory. Pegasi Wealth Advisory is an independent company separate and distinct from Pegasi Private Wealth of ACPI.

Investment Strategy

The Big Picture

Selection Process

Macroeconomic Factors

Country-Specific Factors

Industry-Specific

Company Selection

The Three Pillars

Qualities

Qualities

Qualities

Growth

Qualities

Qualities

Value

Qualities

Value

Investment Restrictions

Socially Responsible Investing