Our Portfolios

With over 40 years of market experience, Forthbridge Wealth Management provides dynamic investment management suited to today’s investment environment. Our disciplined investment approach has served our clients well over numerous and varied market cycles.

We offer 5 discretionary blue chip Canadian portfolios with both a bottom up and top down macro view. Bottom Up refers to the research we do to investigate a company’s fundamentals, management expertise, earnings, balance sheet strength and growth potential. We are value investors, looking for stocks that are cheap in historical perspective. Our top down macro view superimposes the economic conditions and corporate profits outlook that drives the investment environment. 

Life & Investments Should Be Balanced

We advocate a balanced approach to investing. We believe equities will outperform bonds over the long term and we expect to see dividends to be an increasingly greater proportion of the overall return over the next 5-10 years.

Forthbridge Portfolio Market Risk

Forthbridge Wealth Management employs a number of strategies to control the risk exposure of all its portfolios.  These strategies are outlined in the Investment Policy Statement of each portfolio.  The percentage risk figures refer to the percentage risk of each portfolio compared to the TSX60 Total Return Index, or the “Market Risk” over the same period of time (Inception to most recent date) of the stated portfolio. Since the TSX60 Total Return Index is considered 100% market risk, the percentages offer a measureable assessment of risk exposure in relation too the market.

Please click here to view the Market Risk

Forthbridge Managed Accounts:

Since 1984, Nick Majendie has made bi-annual visits to interview the CEO or CFOs of the blue chip Canadian Companies in his investment universe. These interviews provide invaluable insights into the company’s management and the company’s longer-term outlook and, as such assists significantly in our stock and asset allocation decisions.

Below is a list of the 5 Forthbridge Managed Accounts run by Portfolio Manager, Nick Majendie:

Account Name Asset Class Risk Portfolio

Forthbridge Advantage Equity

Canadian Equity

High-Moderate

Performance 

Forthbridge Dividend Growth

Canadian Dividend + Income

Moderate

Performance 

Forthbridge High Income

Canadian Dividend + Income(Concentrated)

Moderate

 

Performance   

  

 Forthbridge Balanced Income   

Canadian Dividend + Income 

Low-Moderate 

 Performance

 Forthbridge Defensive Income

Canadian Dividend + Income

Low

 

Performance

 

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