Effective investment strategies
need a global perspective

We no longer live in a world where nations are economically isolated, or markets insulated from each other. More and more often we see how distant economic and trade policies, or even international events, have an impact on the global markets and local investments. Realistic investment strategies need to accommodate and anticipate these influences. That’s why we stay connected to the real world.

It’s art and science
not magic

We take a big picture approach to investing. We combine a top-down view of both the economy and the macro environment with a bottom-up methodology for asset and stock selection.

Our top-down view includes a thorough assessment of global economies and trends, relative attractiveness of different asset classes (cash, fixed income, equities), and a range of geographies (Canada, U.S., International). Layering in considerations for return objectives and risk tolerance is also crucial.

Our bottom-up stock selection is primarily driven by fundamental analyses. Stocks are mainly mid- to large-capitalization, dividend-paying companies and the resulting portfolio construction focuses on risk-adjusted returns and considers the balance between defensive, cyclical, growth, and interest rate sensitive securities.

Global Perspectives

Asset Class Performance Priorities
Global Economics and Macro Trends
Global Market Opportunities

Fundamental Analyses

Economic, Industry, and Company
Financial Forecast
Valuation

JCIC Investment Strategies
for the Real World

JCIC Portfolios

Equity Investment
Allocation

Cash & Equivalents
Allocation

Fixed Income
Allocation

Protecting you from risk
is our first priority

Preservation of capital is a central element of our investment strategies, so our portfolios are also diversified by design, protecting you from undue risk of concentration in any asset class, region, or company.

We’re investors,
not traders.

As an investor with JCIC, you can expect a rigorous review of key global economic and capital market indicators. While monitoring your portfolios on a daily basis, we are proactive in shifting between asset classes when market risks change, we do not look for short-term fluctuations. Rather we watch for broader cyclical trends and long-term secular changes on both national and international scale.