42 is the average number of Canadian stocks we hold in the imaxx equity portfolios
That’s the average number of Canadian stocks we hold in the imaxx equity portfolios. It isn’t many. And it’s low by conventional standards. It’s a reflection of our research-driven investment process which leads to high conviction and concentrated portfolios. The same holds true within fixed-income portfolios which are also concentrated among the highest quality, highest yielding Canadian corporate bonds. The net effect is bond and equity portfolios that look quite different from benchmark representatives.