Brownstone Asset Management - Calgary

Brownstone offers investors a separately managed account consisting of equities and fixed income securities combined or separately, through a process of independent research and skilled asset allocation. Our bottom-up approach combines objective quantitative work with a deep evaluation of key stock fundamentals.

We aim to provide first class investment management services to individuals, offering balanced, equity and fixed income portfolios.  Preservation of capital is of paramount importance to our clients and is an explicit objective of the investment philosophy of Brownstone.

Brownstone equity portfolios are broadly diversified, typically holding in excess of 35 individual stocks invested across a broad range of sectors consisting of high quality, multi-cap Canadian equities. A large majority of our equity holdings focus on dividend yield, an excellent means for long term portfolio growth and wealth creation. Equity holding concentrations can vary yet typically represent approximately 2% - 6% of the portfolio asset class total.  Holdings are rebalanced as necessary to ensure that no single equity dominates the portfolio subjecting the invested capital to excessive volatility. Brownstone does not participate in short term or speculative trading.

Brownstone’s bond portfolios offer investors a diversified laddered structure of Canadian bond holdings.  The portfolio consists of high quality Federal, Provincial, and Corporate fixed income securities. The goal of our fixed income process includes capital preservation, cash flow to meet the needs of each client, and the potential for capital appreciation. Our fixed income style is based on the belief that superior long-term returns can be achieved with lower-than-market risk by focusing the investments in high-quality securities and by adding value through active duration management.