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FSA
and Haywood Securities jointly developed and co-branded the “RoC
Report” (Return on Capital Report) which tracks over 200 Canadian
companies to provide insight to true economic performance and
valuation. The “RoC Report” is now disseminated monthly in
Canada to over 100 buy side firms.
In conjunction with the RoC Report, FSA
has managed model Canadian Small and Mid Cap and Large Cap
portfolios. The model portfolios make 'trades' based on our research and we track
our performance relative to the overall market and within each
market sector.
The Canadian Small and Mid Cap portfolio
has earned an annualized return of 20.72%, compared to the overall
annual return of 2.59% of the S&P Small Cap Index, a difference
of 18.14%. The Canadian Large Cap portfolio has earned an
annualized return of 11.72%, compared to the overall annual
return of 6.51% for the S&P Composite Index and 9.55% for the
S&P/TSX Index.
Click here for more information about the RoC
reports.
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