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Concentrated portfolio with 25-40 holdings; clear conviction levels and solid active share.
Dividend yield that is close to 50% of the total return.
More defensive and less volatile. As opposed to preferred shares, the Fund is less sensitive to interest rates movements.
An all cap bias with a market cap below that of the S&P/TSX Composite Index.
An equity strategy with lower beta and lower volatility than the benchmark and good downside protection in market corrections.