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Strategies

Hillsdale specializes in Canadian, U.S. and Global Equities with a focus on producing high quality investment strategies and delivering client service excellence.

    Investment Philosophy and Process

    The Hillsdale investment process embraces both fundamental and quantitative investment approaches, capturing the finest elements of these complementary perspectives. Built on more than two decades of research and development, Hillsdale’s proprietary process is evidence-based, adaptive and systematic. 

    Evidence-based: We discover, validate and deploy true drivers of equity return and risk. Our team devotes an enormous amount of effort to identifying and separating out the false signals, that is, rejecting the null hypotheses. 

    Adaptive: Our process is flexible and forward-oriented, capable of quickly incorporating new inputs to validate, refine and create investment strategies. 

    Systematic: Our process is scalable and robust, with the ability to command a wide range of investment strategies and custom mandates, while still offering consistently high-quality results to all clients.

    Hillsdale’s competitive advantage is atypical of the majority of quantitative managers.  It lies not in a single philosophical view about how best to capture a broad set of factor premiums, but in a superior approach to quantitative modeling.

    Longtime Hillsdale Client

    Capabilities at a Glance

    Hillsdale’s current investment capabilities reflect the iterations and progress we have made in our process over the past decades. As always, we measure this progress with hard evidence, resulting in an ever higher benchmark for acceptance of our future work.

    40,000
    Global stocks available to portfolio construction
    2,500+
    Proprietary factors to capture stock return drivers
    40
    Years of daily investment history for testing
    6
    Horizons of return and risk forecasting at which a stock is analyzed
    4
    Weeks to design, test and manufacture a custom strategy
    3
    Redundancy mechanisms in disaster recovery system
    2
    Seconds to detect risks in portfolio specifications
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    Strategies

    Cdn Equity

    • Canadian Core Equity Strategy
    • Canadian All Cap Equity Strategy
    • Canadian Small Cap Equity Strategy
    • Canadian Micro Cap Equity Strategy

    Global Equity

    • Global All Cap Equity Strategy
    • Global Small Cap Equity Strategy
    • Enhanced Income Strategy

    U.S. Equity

    • US Small Cap Equity Strategy
    • US Large Cap Equity Strategy

    Extension

    • US 130/30 Equity Strategy

    Absolute Return

    • Hedged Absolute Return Strategy

    Managed Volatility

    • Canadian Equity Minimum Risk Strategy
    • US Equity Minimum Risk Strategy
    • Global Equity Minimum Risk Strategy

    Return Premia

    • Canadian Value Momentum Quality Strategy
    • Canadian Quality Income Equity Strategy
    • Canadian Momentum Strategy
    • US Small Cap Momentum Strategy

    Our coverage of global market opportunities is exhaustive and uniquely multi-faceted. With it, we maximize the odds of delivering superior and repeatable excess returns for our clients in all market conditions.

    Christopher Guthrie, President & CEO

    ESG

    Hillsdale offers customized ESG testing, screening and/or weighting in all its Canadian, U.S. and global active investment strategies for use by Canadian pension, foundation and endowment plans.

    Custom Designed

    Through our portfolio management services and proprietary asset allocation modeling, Hillsdale offers clients the ability to create and manage custom designed investment strategies that meet the specific needs of virtually any investor. An investor's unique risk and return objectives can be met through this customized process due to the low correlations among Hillsdale’s products. 

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    For more information regarding our investment strategies and services, please contact Harry Marmer, EVP and Partner.

    Contact Harry

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