LATEST INSIGHTS

How We Monitor the Economy

Monitoring the business cycle is of paramount importance. Since 1965, two-year rolling losses of 20% or more in the S&P 500 Composite Index have always been preceded by a business cycle peak. Equity markets tend to be more volatile following business cycle peaks than during periods of economic expansion...

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GENERATION GLOBAL VALUE PRIVATE TRUST
WHAT SETS IT APART

Value Approach

As value investors we tend to be contrarian, investing in undervalued companies that we believe are temporarily out-of-favor but misunderstood. We prefer businesses with strong moats and competitive advantages, led by management teams incentivized to maximize return on capital.

Global
Canada comprises only 4% of global stock market capitalization. Our go anywhere approach provides more opportunities.
Trade Optimization

Proprietary models are used in an attempt to optimize the timing of buys/sells of our investment ideas.

Market Risk Management

Proprietary models are used to monitor numerous global markets and commodities, alerting us to potential bear markets.

Economic Risk Management

Proprietary economic models are used to monitor the business cycles of the major global economies. 

Multi-Asset/Opportunistic

We may consider employing short positions, option positions or other strategies, either opportunistically or for risk management, to reduce volatility, mitigate drawdowns and lower correlations to the overall market.