Products
MWG offers two different pooled fund equity investment strategies for clients. Either of these strategies can be combined with other separately managed funds (both equity and debt) to create innovative investment solutions unique to each client. We will work closely with you to completely understand your investment needs and goals to ensure that you have the ideal solution.
All of our investment approaches utilize the same rigorous research and selection process. In-depth fundamental research drives our decision-making team as we seek to identify high-quality companies that have exhibited financial and operational success along with above-average growth metrics. Identifying strong management teams is essential prior to investing.
MWG pooled fund investments are intended primarly for accredited investors, as defined in NI 45-106.
Global Equity Growth
The MWG Global Equity Growth Fund is the core equity product for the majority of our clients. This portfolio consists of approximately 40 stocks, the majority of which are best-in-class global companies. Stocks in this portfolio tend to exhibit higher than average growth characteristics.
Income Growth Fund
This long-only portfolio consists of up to 35 income-oriented securities (both equity and debt-based). The mandate of this portfolio is to select securities that are able to generate high returns through income and capital appreciation. This portfolio will consist of primarily of dividend-paying stocks, and may at times include REITs, convertible securities, debt securities, preferred securities, and other income-oriented assets.
