Investment strategies
Our investment philosophy
At Landry Morin we structure optimal portfolios that meet our clients' objectives of preservation and growth of capital and we offer the utmost transparency at the lowest possible cost. Our investment philosophy is based on three main principles of modern finance:
Index management outperforms traditional security selection
The majority of individual and institutional investors are now investing a portion or all of their portfolios on an index basis for the simple reason that this approach offers better returns at lower costs.
For almost a decade, Landry Morin has been a pioneer in using exchange-traded funds for private clients. We choose from among hundreds of exchange-traded funds to create the optimal portfolio.
More than 90% of a portfolio's return is explained by asset allocation
Over the long term, a portfolio's returns are explained essentially by its allocation among the various asset classes.
With each partner having more than 25 years of experience, Landry Morin has all the expertise required to manage the three aspects of sound asset allocation:
- Establish a strategic allocation based on the client's investment policy and objectives
- Rebalance the portfolio periodically when market fluctuations cause it to stray from the target allocation
- Make tactical changes to preserve capital and to take advantage of asset classes that we consider undervalued or that offer better potential
Psychology plays an important role in financial markets
Financial markets and the prices of publicly traded stocks are occasionally affected by irrational investor behaviour. Research clearly shows that a purely quantitative, disciplined and systematic approach allows investors to take advantage of market distortions and generates superior returns.
Landry Morin Funds exploit these market anomalies to offer superior returns and contribute significantly to the performance of a diversified portfolio.